- 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
- KeyBank (Albany, 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 ... relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and...and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors… more
- JPMorgan Chase (New York, NY)
- …end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on ... change leader. + **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals. Understands current state including… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- …candidate must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client ... **Job Summary** We are seeking a Financial Advisor to join our team who has a...career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial Management… more
- Robert Half Finance & Accounting (Utica, NY)
- …to work collaboratively in a team-oriented environment. * Commitment to delivering exceptional client service . Robert Half is the world's first and largest ... Corieri with Robert Half is seeking an experienced Financial Advisor to join a client in Utica,...of the business. Responsibilities: * Provide personalized financial planning services tailored to client needs and goals.… more
- Citigroup (New York, NY)
- …Success in this role will cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth. **Responsibilities:** ... + Develop and lead Citi Wealth's global digital marketing strategy, spanning client and advisor -facing platforms across the full wealth continuum (Citigold, CPC,… more
- Tiffany & Co. (New York, NY)
- …conversation and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor . Developing client relationships, mentoring peers, and ... of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair...their own business with their entrepreneurial spirit and elevated service makes them a leader within the Landmark business.… more
- APTIM (New York, NY)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... part of APTIM's broader initiative to expand its consultancy services in EHS, Sustainability, and Environmental Social Governance (ESG)...ESG-focused service offerings. **Key Responsibilities/Accountabilities:** + Lead and support APTIM's… more
- JPMorgan Chase (New York, NY)
- …Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position ... and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** + Key contributor to… more