Client Service Advisor $50,000 jobs in Buffalo, NY

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Systems Analyst
Connect Infinity - Buffalo, NY
Excellent communications and customer service skills. 3+ years experience leading projects for financial services or in the hospitality industry....
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Sponsored by Connect Infinity  - 30+ days ago
Financial Advisor
Edward Jones 406 reviews - Buffalo, NY
Develop and deepen client relationships. The Edward Jones Financial Advisor Opportunity. What is the role of a Financial Advisor?...
Sponsored by Edward Jones  - 30+ days ago
Financial Advisor - Recent College Graduates Encouraged to A...
AXA Advisors, LLC 118 reviews - Buffalo, 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...
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Sponsored by AXA Advisors, LLC  - 30+ days ago
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Financial Advisor Enrollment Specialist Buffalo NY

AIG 481 reviews - Buffalo, NY
At VALIC, our Financial Advisors assist clients in the education, healthcare and governmental sectors by partnering to plan for their retirement....

Senior Customer Success Manager - Strategic Accounts

Adobe 121 reviews - Boston, NY
Provide client relationship management for all assigned clients. Manage client expectations, keeping clients satisfied and expectations realistic....

Account Manager/Director

Optimal Strategix Group, Inc. - Newtown, NY
Assure Client Satisfaction. Strive for Trusted Advisor Status… leverage other OSG resources to expand relationship/create client value....

Private Client Investment Advisor

M&T Bank 403 reviews - Buffalo, NY
Private Client Investment Advisor. CLIENT SERVICE & RELATIONSHIP MANAGEMENT. Provides comprehensive investment management services to Wealth Advisory Services...

Client Services Associate

SelectOne - Buffalo, NY - +1 location
Provide client service, process paperwork, answer phones, greet clients and schedule appointments. 3-5 years of experience in Financial Services required....

Centralized Compliance Q/C Testing Specialist

M&T Bank 403 reviews - Buffalo, NY
Product & Services Risk Ranking. Fiduciary, Broker Dealer, Insurance, Investment Advisor, or combinations thereof....

Sales Professional

United Business Systems - Buffalo, NY
Take on the role of a true solution provider and trusted advisor to clients. Instruct customers on proper use of products and services installed....
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VP Financial Advisor

HSBC 2,725 reviews - Depew, NY
Financial Advisors are assigned non-premier Wealth clients and are expected to seek opportunities to attract, develop and retain these clients and expand the...

Business Banking RM, Buffalo

KeyBank 166 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...

Technical Account Manager

Synacor 3 reviews - Buffalo, NY
Build and manage strong client relationships by acting as a trusted advisor for our clients. Accountable for ensuring client requirements are accurately...
Need LEAD ANALYST/PM FOR ADVISOR WORKBENCH
proexstaffing - Buffalo, NY
Need LEAD ANALYST/PM FOR ADVISOR WORKBENCH Location:. This applicant will be responsible for driving the development of a wealth dashboard and what alerts and...
Sponsored by TechFetch.com  - 4 days ago
Sales Executive/Consultant
Resource PI, a PI Worldwide member firm - Buffalo, NY
This position requires a person who has the ability to interact confidently as a trusted advisor to senior level clients....
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Sponsored by Resource PI, a PI Worldwide member firm  - 5 days ago

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