- World Insurance Associates, LLC. (Buffalo, 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.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Wells Fargo (Melville, 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 Registered Client Associate in Wealth and Investment Management as part.... **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
- JPMorgan Chase (New York, NY)
- …manage their financial needs. You will spearhead strategic initiatives that enhance both client and advisor experiences, ensuring that our digital offerings are ... digital products and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial… 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
- Equitable (Syracuse, NY)
- …operations perspective. **Key Responsibilities** Assists management team in identifying emerging client and advisor needs, industry trends, regulations and ... updates. The manager will be goal oriented with a solutions -based mindset and possess critical thinking skills, while gaining...manage program sentiment + Create reports and tracking for Advisor Assist Client Retention Program + Document… more
- Capco, a Wipro Company (New York, NY)
- …with a fact-based approach leveraging deep insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor ... pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating operational efficiencies, and driving product… more
- Stantec (Rochester, NY)
- …allow us to help our clients develop the most effective and innovative solutions . **Your Key Responsibilities** Client Services Lead + Grow key accounts ... client satisfaction, with the ultimate mission of becoming our client 's trusted advisor . + Recruit the industry's top environmental professionals to grow our… more
- Tompkins Community Bank (Ithaca, NY)
- …a client strategy team for the client based on needs discovered and solutions needed. + Act as a key advisor to provide professional support to team ... influence, existing clients, community involvement and other professional external client resources; acting as a key advisor ...to build effective financial plans offering a variety of solutions . + Ability to work well under pressure. +… more
- JPMorgan Chase (New York, NY)
- …innovative Real Estate and Real Assets strategies. Collaborating closely with JP Morgan's Client Advisor and Consultant Advisor teams, portfolio managers, ... manager with a robust platform and a commitment to delivering exceptional investment solutions . Our Global Alternative Investment Solutions team is dedicated to… 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 ... EHS platforms (eg, Cority, Enablon, Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing… more