- Cardinal Health (Albany, NY)
- …lines of business including Medicare, Medicaid, and various commercial markets. The Advisor of Managed Care-National Accounts is responsible for regional retail ... sales team, and marketing team + Effectively communicate with various levels account management teams to ensure streamlined customer experiences and rapid… more
- Kestra Financial (Wappingers Falls, NY)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong ... critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the selected candidate is expected… more
- Broadcom (Melville, NY)
- …demonstrate mastery with Broadcom's internal processes, systems, and support structure ** Customer Focus** + Assist the Broadcom account director, Solution ... are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our...to customers and/or partners. + Work closely with the account team and the customer or partner… more
- ITW (Albany, NY)
- …as whole house integration with national accounts . + Serves as the customer advocate and trusted business advisor in the organization. Handles customer ... families, and their futures. Alpine is seeking a Key Account Manager to support our national accounts ,...software support, and engineering service, in order to meet account performance objectives and customer 's expectations. +… more
- TD Bank (Middle Village, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where ... of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once...providing on-going consultation, advice, planning and day to day account servicing. As an FAA, you will need to… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Financial/Wealth Advisor Canandaigua National Bank Location: Syracuse, NY market What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua ... use of client profiles and financial plans to identify customer 's needs. Recommends products and services that best meet...transactions such as paperwork to open brokerage and advisory accounts as well as processing buy and sell orders… more
- Bank of America (Latham, NY)
- …experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client ... Financial Solutions Advisor Registration Candidate - Albany/Hudson Valley Market Mount Kisco, New York;Newburgh, New York; Latham, New York; Katonah, New York;… more
- Travelers Insurance Company (Albany, NY)
- …Imagine loving what you do and where you do it. **Job Category** Customer Experience, Customer Service, Sales **Compensation Overview** The annual base salary ... - $61,600.00 **Target Openings** 10 **What Is the Opportunity?** As an Insurance Advisor Trainee-Affinity, you will learn to serve as a personal insurance advisor… more
- PNC (Buffalo, NY)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...relationships, which can range from 1 client with 1 account to multiple clients with multiple account … more
- M&T Bank (Buffalo, NY)
- …exceeded. + Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs + Deliver a high ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...in a centralized area comprised of smaller, less complex accounts . Solicits new and existing investments and insurance solutions… more