- ISMG - Information Security Media Group (New York, NY)
- …track record of exceeding quotas. + Exceptional relationship-building, negotiation, and client services skills. + Entrepreneurial spirit and willingness to ... ecosystem of industry news, strategic education, and professional advisory services . We've recently launched CXO Advisor (https://ismg.io/cxoadvisor/) ,… more
- Raymond James Financial, Inc. (New York, NY)
- …a major airport hub.** We are looking for a highly organized, client -centric Strategic Transitions Manager to deliver a premium onboarding experience for Financial ... into Raymond James & Associates (RJA) and Raymond James Financial Services (RJFS). Operating with minimal oversight, the Strategic Transitions Manager applies… more
- International Shoppes, LLC (Queens, NY)
- $500 SIGN ON BONUS FOR JOINING OUR TEAM ! (Details to Follow) If you are a COSMETICS enthusiast who loves people and enjoys working in a fast-paced retail ... are born. You are passionate in providing premium customer service and willing to go above and beyond to...you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific brand merchandise… more
- H&R Block (Rochester, NY)
- …+ Bachelor's degree in accounting or related field What you'll bring to the team + Build year-round client relationships + Provide tax preparation, tax audit ... stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and...conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services… more
- NBT Bank (Williamsville, NY)
- …compliance issues + Has developed a process for client segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all ... Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance...minimum assigned levels of production consistent with individual or team goals. + 20% Monitors client investment… more
- H&R Block (New York, NY)
- …office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District ... open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Robert Half Finance & Accounting (Albany, NY)
- Description We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive ... client information. * Handle inside sales activities to promote financial services and expand client relationships. * Provide remote assistance and virtual… more
- Kohl's (Hudson, NY)
- …and coaching + Act as a point of contact for Store Manager, Sephora Training Team and other partners + Build strong client loyalty and influence clients by ... About the Role As Beauty Lead Advisor , you will drive sales through an authentic...+ Authentic passion for beauty + 3 years of client -facing retail or service industry experience +… more
- Charles Schwab (New York, NY)
- …lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will ... this role to work on site in the specified location.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and… more
- M&T Bank (Buffalo, NY)
- …position interacts with a team that provides sales, portfolio management and client service support. Further, the position interacts with clients as part of ... The position may identify Wealth Management business and collaborate with the client relationship team to ensure clients with whom we lead with credit become… more
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