- M&T Bank (New York, NY)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... base .Promote and sell the full array of financial services distributed by the Company to current and new...and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused… more
- Citigroup (Getzville, NY)
- …metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional & ... and the upstream and downstream influences** **Demonstrated ability to provide outstanding client service at a senior level** **Exceptional written and oral… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... professional services organization offering top products and services from major providers, combined with attentive service... services from major providers, combined with attentive service from local agents. We are one of the… more
- Publicis Groupe (New York, NY)
- …. The Client Service Specialist report to the Director of Client Services and collaborate with other departments, such as Product, UX design, Technical ... **Overview** **How You'll Make an Impact** The Client Service Specialist will work across...e-commerce strategies are aligned with overall business strategy. The Client Services Specialist will work closely with… more
- Kestra Financial (Wappingers Falls, NY)
- …Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service , asset allocation, case design and financial ... The Associate/ Service Advisor reports to the Lead...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to...across personal lines, commercial lines, employee benefits, and financial services . + Deliver a high-touch client experience,… more
- World Insurance Associates, LLC. (Rochester, NY)
- …services , and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Albany, NY)
- …in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client ... 1900 Central Avenue, Albany New York **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Albany, NY** Program Duration: **MAY… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more