- JPMorgan Chase (New York, NY)
- …service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and ... Wealth Management delivers industry-leading investment management and private banking solutions . Asset Management provides individuals, advisors and institutions with… more
- Bank of America (New York, NY)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (New York, NY)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- World Insurance Associates, LLC. (New York, NY)
- …drive new business growth and retention. + Drives accountability for growth results with each client advisor in the Division. + Promotes the sale of all World ... Timely month-end billing; + Expense management. Colleague Development + Identifies and develops Client Advisor talent to drive profitable growth. + Partners with… more
- Wells Fargo (Purchase, NY)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more… more
- World Insurance Associates, LLC. (Mineola, NY)
- …and payroll & HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Tarrytown, NY)
- …client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help ... through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of...this client promise acting as the primary client advisor developing and implementing strategies based… more
- KeyBank (Syracuse, NY)
- …client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help ... through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of...this client promise acting as the primary client advisor developing and implementing strategies based… more
- World Insurance Associates, LLC. (Syosset, NY)
- …payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (NY)
- …region of NY (Greater Albany area) **Job Summary** The Inside Merchant Sales Advisor focuses on growing client relationships with payment and card processing ... as a member of an Inside Sales team, virtually working as a trusted advisor with partners and clients across Key's Consumer footprint, providing recommendations and … more