- JPMorgan Chase (New York, NY)
- …with a strong focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading ... Join the Wealth Management Solutions team as an Associate Product Manager supporting...products, with a focus on trading, investment, and digital client / advisor experience. + Collaborate with digital product… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …services, and payroll & HR solutions . As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance... solutions . Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied… more
- Wells Fargo (Syracuse, NY)
- …direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as...this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such… more
- World Insurance Associates, LLC. (Woodbury, 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
- City National Bank (New York, NY)
- …their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all… more
- JPMorgan Chase (New York, NY)
- …advise on legal issues and risks relevant to JP Morgan Wealth Management's Private Client Advisor , Personal Advisor , and Financial Advisor businesses. ... advice and help drive JP Morgan Wealth Management's success. As a trusted advisor , you'll work alongside top professionals in a dynamic, collaborative, and inclusive… more
- Capgemini (New York, NY)
- …growth with a focus on expanding client relationships and solution footprint. ** Client Engagement** * Serve as a trusted advisor to client senior ... Client Partner (Financial Services/Capital Markets) Choosing Capgemini means...close strategic deals across Cloud, Digital, Data, and AI solutions . * Develop and execute account strategy aligned with… more
- KeyBank (Buffalo, NY)
- … relationships. **Essential Functions** + 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 Sr. KPB Relationship Manager (RM) is at...this client promise, acting as the primary client advisor , developing and implementing strategies based… more
- KeyBank (Albany, NY)
- … relationships. **Essential Functions** + 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 (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