- TD Bank (West Babylon, NY)
- …selling investments and providing financial plans + Demonstrates a commitment to being customer -centric by delivering legendary service during every customer ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a...A FA will need to leverage their experience to service the unique and complex needs of clients in… more
- Centers Plan for Healthy Living (New York, NY)
- …Income Subsidy (LIS) Letter, before you go document, and a Summary of Benefit). Customer Service + Ensures any/all concerns are addressed and resolved within a ... plans they need for healthy living. JOB SUMMARY: The Licensed Benefits Advisor - Medicare Sales, maintains relationships, services our existing customers and secures… more
- M&T Bank (Buffalo, NY)
- …account reviews and re-evaluation of customer needs + *Deliver a high-quality customer service experience during each customer interaction through a ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with… more
- M&T Bank (Buffalo, NY)
- …reviews and re-evaluation of customer needs + Deliver a high quality customer service experience during each customer interaction through a complete ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with… more
- Fujifilm (Albany, NY)
- …supporting graphic arts software and hardware solutions in prepress environments + Exceptional customer service skills with the ability to engage and effectively ... **Position Overview** We are seeking a highly skilled Professional Services Advisor to join our Professional Services Group (PSG). In this role, you will deliver… more
- Insight Global (New York, NY)
- …selling investments and providing financial plans * Demonstrates a commitment to being customer -centric by delivering legendary service during every customer ... Job Description The Financial Advisor (FA) role is a three-year program with...A FA will need to leverage their experience to service the unique and complex needs of wealth clients… more
- S&P Global (NY)
- …Analytics, or a related field. + Proven experience in product support or customer service , preferably in a market analytics or sales performance environment ... the Role:** **Grade Level (for internal use):** 10 **Market Analytics Product Advisor ** **About The Role:** This newly created role will provide day-to-day dedicated… 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 - Chinatown - Bayard Financial Center -...information, spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working… more
- Robert Half Finance & Accounting (Chatham, NY)
- …be obtained within 12 months of starting the role. * At least one year of customer service and sales experience within a financial or retail setting is required. ... Description We are looking for a dedicated Relationship Advisor to join our team in Chatham, New...Chatham, New York. This role focuses on delivering exceptional service to members by efficiently processing transactions and applying… more
- Amalgamated Bank (New York, NY)
- …internal and external referral sources + Establish and maintain high standards of customer service + Effectively communicate investment concepts and strategies + ... of Position: The job of the Vice President Financial Advisor at Amalgamated Bank is to successfully offer financial...verbal communication skills with high energy level and strong customer service orientation + Self-motivated with ability… more