Client Service Advisor jobs in Buffalo, NY

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Energy Services Account Executive

SmartEdge - 5 reviews - Tonawanda, NY 14150
Serve as the Trusted Advisor to all of our clients and potential clients. We are more than a full service Energy Services Company (ESCO) and Smart Building...
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Middle Office Specialist

HSBC - 8,955 reviews - Depew, NY
Series 7 and 66 or 63/65 licenses required (7/63 also considered) for Wealth Services Desk due to client contact requiring securities/investment knowledge....

Territory Sales Representative - Buffalo, NY

Richelieu Hardware - 22 reviews - Buffalo, NY
Provide a state of the art customer service experience, positioning yourself as their desired one-stop-shop....
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Service Appointment Coordinator

Ray Laks Honda - Orchard Park, NY
Maintain a consistent level of communication with Service Advisors in order to properly coordinate which advisor is available to meet with the next arriving...
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Personal Banker

KeyBank - 1,133 reviews - Buffalo, NY   +4 locations
Identifies and resolves complex client service issues. Provides sales and service assistance to all clients....

Financial Advisor Assistant

Lincoln Financial Advisors/Sagemark Consulting - Williamsville, NY
Debriefs with advisor following client meetings. Assists clients and advisor with execution of trade requests....
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Tax Manager - Partner Track

The Bonadio Group - 7 reviews - Amherst, NY
Ability to work additional hours during peak client service delivery times. Have initiative to learn new tax skills the diverse client base at The Bonadio Group...

Client Service Specialist

Moldenhauer & Associates - Orchard Park, NY 14127
$35,000 - $40,000 a year
Communicate investment commentary to clients. Respond professionally to client questions and concerns. Prepare agenda and supporting information for client...
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Senior Service Advisor

Basil Family Dealerships - Buffalo, NY 14225
The Senior Service Advisor acts as point-lead for high-end vehicle service clients, is a full-time position, and will act as point-lead Advisor for the team....
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Quality Practice Advisor

WellCare - 838 reviews - Buffalo, NY 14202 (Central Business District area)
Intermediate Demonstrated customer service skills. Defines gaps in WellCare's service relationship with providers and facilitate resolution....
Financial Advisor Assistant
Lincoln Financial Advisors/Sagemark Consulting - Williamsville, NY
Debriefs with advisor following client meetings. Assists clients and advisor with execution of trade requests....
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Financial Professional - NY, Williamsville (3741)
AXA - 621 reviews - Williamsville, NY
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. Analyze financial information obtained from clients to...
Senior Advisor, Asset Operations
Quanta Technology, LLC - United States
They will lead projects with clients and manage the resources, costs and schedules while delivering a high quality product to our clients....
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