Client Service Advisor $30,000 jobs in Buffalo, NY

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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...
Financial Professional - NY, Williamsville (2508)
AXA - 478 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...

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....

Financial Advisor Enrollment Specialist

Valic - 1,754 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 - 1,754 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...

KIS Associate Financial Advisor

Key Bank - 777 reviews - Lockport, NY
Financial Advisors on providing investment services to KeyBank Community Bank clients by providing investment solutions to new and existing clients....

Registered Client Associate - Private Client Group - Buffalo...

Wells Fargo - 15,990 reviews - Buffalo, NY
Strong client service skills. Wells Fargo Advisors administer $1.4 trillion in client assets. May solicit orders from clients, provide investment advice to...

RV Service Technician

Colton RV - 6 reviews - Buffalo, NY
Communicate additional service requests to RV service advisor. Provide labor time estimates to RV service advisor....
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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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Commercial Lines Account Manager

Stahlka Agency - Orchard Park, NY 14127
$35,000 - $42,000 a year
Communication with Clients. Liaison with clients and insurance carriers. We have an opportunity for a new or experienced Commercial Lines Account Manager to...
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Business Systems Analyst III - Member Enrollment

Fidelis Care - 151 reviews - Buffalo, NY
This position will primarily support the Member Enrollment functional area of the organization and will function as a trusted advisor....

BBRM or Sr. BBRM, Buffalo, NY

Key Bank - 777 reviews - Buffalo, NY
Consistently updates the Desktop with current client data, call summaries, etc. Promotes and cross- markets products and services to clients by keeping clients...
VP Premier Relationship Manager
HSBC - 7,068 reviews - Depew, NY
This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the...
Franchise Advisor
MJK Recruiting,Inc - Buffalo, NY
Our client a leading environmental services organization is growing and looking for a Franchise Advisor. Previous sales and/or customer-facing experience in a...
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