Client Service Advisor jobs in Buffalo, NY

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Wealth Management Advisor - Buffalo

TIAA - 450 reviews - Buffalo, NY 14204 (Willert Park area)
As we expand our IAS Business to meet client demand for our products and services, we take pride in building a remarkable group of talented advisors who thrive...

Client Associate (Williamsville, NY)

Bank of America - 15,966 reviews - Williamsville, NY 14221
Strong client service & technical skills (MS Word & Excel). Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one...

Financial Professional - NY, Buffalo

AXA - 478 reviews - Buffalo, NY  +1 location
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...

Outside Sales Representative

Copier Fax Business Technologies - Buffalo, NY 14203 (Willert Park area)
Take on the role of a true solution provider and trusted advisor to clients. Superior Products and Services by industry leader Konica Minolta....
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Infrastructure Engineer IV

Univera Healthcare - 9 reviews - Buffalo, NY
This includes distributed, client services, storage, database, data technologies, middleware, mainframe, security, network, cloud and mobile technologies and...

Financial Advisor Enrollment Specialist

Valic - 1,757 reviews - Buffalo, NY
Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor. Partner with a Senior Financial Advisor within assigned...

Financial Advisor Enrollment Specialist - LOCATION

AIG - 1,757 reviews - Buffalo, NY
Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor. Additionally, we also work with clients in governmental...

PERSONAL FINANCIAL ASSOCIATE

Northwest Savings Bank - 69 reviews - Lackawanna, NY
Positively with clients, good problem solving skills, ability to multi-task, prioritize, and work with multiple advisors....

Administrative Assistant (Part Time to Full Time)

Financial Partners Of Upstate New York - Williamsville, NY 14221
Financial Services Representative/Agent/Advisor. Prepare outstanding forms, highlight to advisor and drive client communication (Hold for return)....
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Product Expert Business

Microsoft - 2,952 reviews - Buffalo, NY
1+ year’s retail sales or customer service experience. Experience in maintaining a client relationship management database (Microsoft Dynamics CRM preferred)....
Merrill Lynch Client Relationship Manager
Bank of America - 15,966 reviews - Buffalo, NY 14202
Responsible for managing, training and developing the branch's Client Associates and Service Support Staff....
Administrative Assistant (Wealth Mgmt)
Preparing documents for client appointments Responding to client inquiries and requests Answering phones Setting appointments with clients and prospective...
Registered Client Associate - Private Client Group - Buffalo...
Strong client service skills. Wells Fargo Advisors administer $1.4 trillion in client assets. May solicit orders from clients, provide investment advice to...

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