- KeyBank (Brewster, NY)
- …1505 Rt 22 - Brewster, New York 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and… more
- Citizens (Brooklyn, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services...client book management. + Proven experience in a team -oriented consumer bank setting. + Familiarity with servicing high-net-worth… more
- Wells Fargo (Syracuse, NY)
- …Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - ... this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and...for immediate registration (or FINRA recognized equivalents) + Financial services experience + Client services … more
- JPMorgan Chase (New York, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... excellence in service of this promise. We expect all employees to...and approachable and will work with both the central team and the local teams in a transparent, united… more
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... excellence in service of this promise. We expect all employees to...and approachable and will work with both the central team and the local teams in a transparent, united… more
- CVS Health (Albany, NY)
- …+ Proven leadership skills. + Strong business acumen. + Commitment to client service and relationship building. + Experience implementing template and/or ... and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that...health plan. These include the health plan's pharmacy support team , pharmacists, medical directors, CMO as well as other… more
- Bank of America (New York, NY)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Park Ave Market New York, New...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Friendly Auto Group (Newburgh, NY)
- Automotive Service Advisor Middletown, NY MUST HAVE PRIOR AUTOMOTIVE SERVICE ADVISOR EXPERIENCE WITH PROVEN TRACK RECORD OF SUCCESS!! Description of the ... role: The Service Advisor at Friendly Acura of Middletown...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team … more
- Bank of America (Rochester, NY)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... to financial center associates during meetings to assist with team delivery of an exceptional client experience...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more