- NBT Bank (Syracuse, NY)
- …required. + Professional insurance designation required. Skills and Abilities: + Serve as an advisor to the client for all tactical matters, using discretion to ... unique risks and exposures, exercising independent judgment and discretion. Provides tailored solutions to help secure the most appropriate coverage for the clients'… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage ... 14210 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...and retain profitable client relationships for clients with basic to moderately complex… more
- KeyBank (Fishkill, NY)
- …and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for solutions in order to develop, manage and ... AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant...retain profitable client relationships for clients with basic to moderately complex… more
- CVS Health (Albany, NY)
- …it all with heart, each and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that manages the clinical relationship by ... about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our...other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client 's… more
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... senior level** **Exceptional written and oral communication skills** **Ability to develop client solutions and manage projects** **Ability to identify and… more
- M&T Bank (New York, NY)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- JPMorgan Chase (New York, NY)
- …competitiveness, transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel ... and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction. **Job Responsibilities** + Drive the strategic… more
- Kestra Financial (Wappingers Falls, NY)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and financial planning + Responsible… 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
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With… more