• Strategic Transitions Manager | New Advisor…

    Raymond James Financial, Inc. (New York, NY)
    …proactively identify, investigate, and resolve transition-related challenges, including Mass Account Transfers (MAT). This individual ensures a smooth and ... **Responsibilities:** + Deliver a white-glove onboarding experience by managing account openings, coordinating transfers, and ensuring all documentation is complete… more
    Raymond James Financial, Inc. (09/30/25)
    - Related Jobs

  • Solution Advisor Senior Specialist,…

    SAP (New York, NY)
    …from. **What you'll do:** In Solution Advisory, we listen and get to know a customer 's business. We learn what needs to change and why. We help business leaders ... technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for...go-to person for any solution or product questions in customer -facing presentations and demonstrations. You will leverage your deep… more
    SAP (08/09/25)
    - Related Jobs

  • Senior Residential Advisor

    Adams and Associates (Callicoon, NY)
    Senior Residential Advisor Job Details Job Location Delaware Valley - Callicoon, NY Position Type Full Time Salary Range $21.76 - $21.76 Hourly Job Category ... Dental, and Vision insurance* Voluntary benefits offered through VOYA* Health Savings Accounts , Flexible Spending Accounts and/or Dependent care FSA* 401k and… more
    Adams and Associates (09/03/25)
    - Related Jobs

  • CSTEP Student Success and Program Advisor

    Research Foundation CUNY (New York, NY)
    Job Title: CSTEP Student Success and Program Advisor PVN ID: QB-2502-006723 Category: Managerial and Professional Location: QUEENSBOROUGH C. C. Job Description ... placements, and opportunities for civic engagement. The Student Success and Program Advisor will play a vital role in advancing CSTEP's mission by advising… more
    Research Foundation CUNY (09/03/25)
    - Related Jobs

  • Advisor , Financial Systems Analytics

    Cardinal Health (Albany, NY)
    …to Cardinal Health_** Commercial Enablement is responsible for elevating the customer experience by providing essential capabilities, tools, and processes that ... intelligence solutions, and the application of advanced quantitative modeling. The Advisor , Financial Systems Analytics will use different methodologies from various… more
    Cardinal Health (09/12/25)
    - Related Jobs

  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and… more
    Atria Wealth Solutions (08/07/25)
    - Related Jobs

  • Budget Advisor

    Canon USA & Affiliates (Melville, NY)
    …the Role** Canon USA, Inc. in Melville, NY is currently seeking a Budget Advisor ( Advisor , Budget). Lead financial contact for CSG. Responsible for managing the ... for the business unit - Develops ad hoc reports, account analysis and presentation data - Responds to/resolves various...and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives… more
    Canon USA & Affiliates (09/10/25)
    - Related Jobs

  • Academic Advisor

    Touro University (New York, NY)
    Overview The Academic Advisor plays a critical role within the advising team, providing comprehensive academicsupport and guidance to students enrolled at Touro ... hours or the next business day, documenting responses via email or Zoom phone account . + Documentation and Reporting: + Summarize meeting outcomes in TC1. + Report… more
    Touro University (09/02/25)
    - Related Jobs

  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (New York, NY)
    …accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit ... taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.… more
    JPMorgan Chase (08/22/25)
    - Related Jobs

  • Servicing Travel Advisor III, Chase Travel

    JPMorgan Chase (Rochester, NY)
    …cost-effective solutions with external suppliers. + Accurately log and maintain all customer interactions and account details using designated online tools and ... As a Servicing Travel Advisor in Chase Travel, As a part of...costs in a timely manner, while ensuring a seamless customer experience. Job Responsibilities + Efficiently manage a high… more
    JPMorgan Chase (09/25/25)
    - Related Jobs