- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of a team of ... + Responsible for supporting / completing most complex product sales suitability and client meetings. Serves as sales and product and platform expert resource for… more
- Guardian Life (New York, NY)
- …team is seeking a positive professional to join the team as a Supervision Advisor on our Brokerage suitability team! **You are** The right candidate will have the ... requests while also insuring the best interest of the client . This individual will be expected to increase their...work experience + At least 3 years of financial services industry experience, including at least 2 years acting… more
- Edward Jones (Greene, NY)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- M&T Bank (Hauppauge, NY)
- …individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... client has access to all resources and solutions of...base .Promote and sell the full array of financial services distributed by the Company to current and new… more
- KeyBank (Albany, NY)
- …planning activities through the year + Capitalizes on referrals from inside sales and/or client service managers + Stays up to date on Core Business Banking ... required. + A minimum 3 years' success in a client focused environment with aggressive growth and service... client focused environment with aggressive growth and service goals required. **Tactical Skills** + Strong financial acumen… more
- Citigroup (New York, NY)
- …+ Licenses: Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF Lending Generalist **Time Type:** Full ... financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and… more
- H&R Block (New York, NY)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...your family. + Various discounts on everyday items and services . + Benefits with additional eligibility requirements : Medical… more
- H&R Block (New York, NY)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- H&R Block (New York, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...+ Ensure all H&R Block clients are receiving superior service + All other duties as assigned Your Expertise… more
- Grant Thornton (Melville, NY)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more