- World Insurance Associates, LLC. (Kingston, 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 ... Central Avenue - Albany, New York 12205 **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
- 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
- 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
- Tiffany & Co. (New York, NY)
- …the in-store experience and discern client needs, partnering them with the appropriate Client Advisor to achieve sales goals. + As dictated by the needs of ... Tiffany Ambassador will deliver the Tiffany Touch to every client they interact with and set the tone for...service issues in a timely manner. + Share client interactions and impressions of the brand with management.… 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
- JPMorgan Chase (New York, NY)
- …and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial interactions. ... discipline along with emerging technologies into the products and services we create. The Global Private Bank Design team...adhering to the firm's data sharing principles of security, client control and convenience, and privacy. **About the Role**… more
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