- JPMorgan Chase (New York, NY)
- …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- Bank of America (Northport, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Northport Financial Center Long Island Market...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (New York, NY)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual skills. **Skills:** + Client … more
- Santander US (Queens, NY)
- …Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and ... Financial Advisor - Centralized, Whitestone, NY Country: United States...is a global leader and innovator in the financial services industry. We believe that our employees are our… more
- American Express (New York, NY)
- …Champion escalation resolutions in a timely and effective manner + Act as a client -facing trusted advisor + Ensure restaurant stakeholder org chart identified & ... adoption & engagement, performance analysis, developing advocacy, and becoming a trusted advisor . Nurturing the key partnerships that we have in these cities is… more
- The Salvation Army (Syracuse, NY)
- …The Salvation Army of the Syracuse Area Adult Day Program for Senior Services Position Overview: The Neighborhood Advisor is tasked with providing Outreach ... Overview Neighborhood Advisor , Case Management Full-Time, Hourly, Non-Exempt with Health...crisis intervention, supportive and/or intensive support along with advocacy services for clients who are over 60 years of… more
- JPMorgan Chase (New York, NY)
- …excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst ... of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. As an… more
- City National Bank (New York, NY)
- …financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to… more
- ISMG - Information Security Media Group (New York, NY)
- …track record of exceeding quotas. + Exceptional relationship-building, negotiation, and client services skills. + Entrepreneurial spirit and willingness to ... ecosystem of industry news, strategic education, and professional advisory services . We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) ,… more
- HSBC (Buffalo, NY)
- …with their experience each and every time they contact us. As our Welcome Care Advisor you will: + Provide high quality service to achieve maximum customer ... + Client necessity based communication, cross-selling, interpersonal and customer service skills + In-depth knowledge of international products, service , and… more