- Bank of America (Jericho, 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 - Central Long Island Market ( Bi-Lingual...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 Spanish skills. **Skills:** + Client… more
- Bank of America (Yorktown Heights, 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 - Albany / Hudson Valley Market Latham,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (Brooklyn, 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 - South Brooklyn / Staten Island Market...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Comerica (New York, NY)
- …a specific area of expertise to include trust administration or investments in a client service capacity + 5 years of experience utilizing Microsoft Office ... Job Description Trust Advisor I - Special Needs SolutionsThe Trust ...to the organization on behalf of clients and coordinate service activities with other areas of the organization. Position… 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
- System One (New York, NY)
- …that builds confidence, reflects the brand voice, and supports key prospect-, client -, and advisor -facing content marketing efforts-all while navigating the ... are using the latest version of your browser. **Diversity Inclusion & Customer Service Statement** TeamPeople, a division of System One, is an organization dedicated… more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
- PNC (New York, NY)
- …of the PNC footprint locations. **Job Description** + Consults with the client /prospect to assess business needs and identify product/ service recommendations ... have an opportunity to contribute to the company's success. As a Product Advisor III within PNC's International Treasury Management organization, you will be based… more