- Raymond James Financial, Inc. (New Hyde Park, NY)
- …office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... client -specific reporting as needed for review by the financial advisor . + Creates and maintains records...and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
- H&R Block (New York, NY)
- …with MyBlock creation. Tax Planning & Consultations + First point of contact for financial advisor inquiries and syncing for additional services. + Management of ... keen assessment skills to ensure proper selection of Tax Advisor match with new client , primary lead...if you also had + Previous experience in a financial services or Registered Investment Advisor (RIA)… more
- Paychex (West Henrietta, NY)
- … service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure. + Develops and ... clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides… more
- Raymond James Financial, Inc. (Clarence, NY)
- …summary reports and client -specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client… more
- NetApp (New York, NY)
- …successful NetApp Consulting Solutions Engineer works collaboratively as part of a virtual sales team to design solutions that meet and exceed customer requirements. ... Candidate must reside in or around New York City.** **Industries: Financial Services** **Job Overview** **The ideal candidate profile:** Customer Obsession +… more
- Paychex (Syracuse, NY)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... key stakeholders and decision makers in accordance with the client 's preference on in person or virtual ...classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your… more
- Dow Jones (New York, NY)
- …to share best practices, insights, and strategies that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the ... power of an elite community of the nation's top financial advisors, who collectively manage $9 trillion and use...investors alike. We host a series of live and virtual national, regional, and international invitation-only summits to help… more
- Deloitte (Jericho, NY)
- …skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate, ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting… more
- LiveRamp (New York, NY)
- …as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain strong, consultative client relationships to ... ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate… more
- World Wide Technology (New York, NY)
- …business goals and client needs. The Director serves as a trusted advisor to clients, guiding them through technical transformations and ensuring the delivery of ... for driving the architectural strategy and execution for large-scale, complex client engagements. This role involves collaborating with a team of architects,… more
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