- Wells Fargo (Syracuse, NY)
- …in the job expectations below **Required Qualifications:** + 6+ months of Customer Service , Sales, Relationship Building experience, or equivalent demonstrated ... **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors.… more
- Bank of America (New York, NY)
- …communication skills with the ability to effectively influence clients. + Has effective customer service skills with ability to manage the full client end-to-end ... Business Solutions Advisor - 3rd Ave and 42nd Street Financial...information, spreadsheets and financial skills. + Experience with in-person customer service and sales. + Experience working… more
- Arnot Health (Elmira, NY)
- …Friday + No weekends or holidays What You'll Do: + Provide high-quality customer service to students and families regarding student accounts, payments, billing ... Job Description We are seeking a detail-oriented and service -driven Student Accounts Advisor to support...a plus + Strong attention to detail, communication, and customer service skills + Ability to work… more
- Maritime Administration (Kings Point, NY)
- …task assignment, and timeline management under minimal supervision. Experience in customer service , written and verbal communication skills. Experience ... in support of USMMA. Responsibilities As a Campus-Wide Maintenance Contract Program Advisor , you will: Utilize program management methodology to provide oversight of… more
- MVP Health Care (Rockland County, NY)
- …For in New York** **Qualifications you'll bring:** + Two or more years in a customer service or sales environment, with some experience in the health care ... To achieve this, we're looking for an Individual Product Advisor to join #TeamMVP. This is an opportunity to...required travel** , embracing the opportunity to bring MVP's customer -centric philosophy to life across our footprint. + **Participate… more
- JPMorgan Chase (New York, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client Advisors within… more
- Bank of America (Jericho, NY)
- Financial Solutions Advisor - Central Long Island Market ( Bi-Lingual Mandarin Required) Jericho, New York;Syosset, New York; Bayside, New York; Great Neck, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jericho/Financial-Solutions- Advisor Central-Long-Island-Market Bi-Lingual-Mandarin-Required-\_25033159) **Job Description:** At Bank of America,… more
- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial-Solutions- Advisor Consumer-Investments Albany Hudson-Valley-Market\_25022414-2) **Job Description:** At Bank of… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor - South Brooklyn / Staten Island Market Brooklyn, New York;Brooklyn, New York; Brooklyn, New York **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Financial-Solutions- Advisor -Stage-II Consumer-Investments South-Brooklyn Staten-Island-Market\_25027298) **Job Description:** Please note that… more
- NBT Bank (Williamsville, NY)
- …a process for client segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all broker dealer advisory platforms Unique ... 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client...to discuss sales ideas, referral opportunities and results of customer meetings. + 5% Other duties as required Physical… more