- World Insurance Associates, LLC. (Buffalo, 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 (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
- American Express Global Business Travel (New York, NY)
- …preferred + Background in Luxury Business Travel with a passion for excellence in client service in a high touch, fast-paced environment + Excellent Professional ... part of a high performing team, our Luxury Travel Advisor will provide high-touch, white glove service ... advisor and consultant to the dedicated Independent Advisor with a large client base of… 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
- 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
- Bank of America (New York, NY)
- …and coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Qualifications:** + 2-5+ years of general financial ... + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues...services experience + 2 plus years' experience in alternative… more
- Bank of America (New York, NY)
- …coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Job Responsibilities:** * Partner with private equity/hedge ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues between… more
- Tiffany & Co. (New York, NY)
- …conversations to understand client needs and connect them with the appropriate Client Advisor . + Leverage The Landmark resources to further support High ... High Jewelry will deliver the Tiffany Touch to every client they interact with and set the tone for...Jewelry through engaging storytelling. + Provide knowledgeable and curated service , attending to the needs of all clients on… 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
- Publicis Groupe (New York, NY)
- …**Qualifications** + 8 years of account management experience + Account team leader/senior client advisor + Project management expert + Experience in a ... Leader to join their growing team. This critical account role is a key client partner leading a variety of workstreams and will work collaboratively with partners in… more