• Client Acquisition Lead, CXO Advisor

    ISMG - Information Security Media Group (New York, NY)
    …ecosystem of industry news, strategic education, and professional advisory services . We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) , ... cybersecurity leadership challenges. The Opportunity We are seeking a Client Acquisition Lead to play a foundational role in...and experience in consulting, staffing, executive search, or advisory services - someone eager to be part of a… more
    ISMG - Information Security Media Group (08/29/25)
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  • Senior Wealth Advisor

    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
    M&T Bank (09/04/25)
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  • OTC Derivatives Client Solutions Lead…

    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
    Citigroup (09/25/25)
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  • Portfolio Management Client Care…

    City National Bank (New York, NY)
    …logistical inquiries. Acts as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance, Client ... partner experience. Assist the Portfolio Management Team to solve client and advisor issues as it relates...as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing,… more
    City National Bank (09/10/25)
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  • Key Private Bank Client Relationship…

    KeyBank (Syracuse, NY)
    … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service...adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD… more
    KeyBank (09/04/25)
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  • New Accounts Analyst ( Client Onboarding)

    City National Bank (New York, NY)
    …and process daily Outstanding Actions Report. * Maintain database that houses all client , Financial Advisor , and partner firm contact information including the ... Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for… more
    City National Bank (10/01/25)
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  • Associate/Support Advisor

    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
    Kestra Financial (08/16/25)
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  • Private Wealth Client Associate

    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
    Bank of America (10/02/25)
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  • Wealth Management Client Associate

    Bank of America (New York, NY)
    …an impact. Join us! **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
    Bank of America (10/02/25)
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  • Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. (Farmingville, 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. (09/12/25)
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