Client Service Advisor $70,000 jobs in Buffalo, NY

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Financial Advisor - Entry Level
AXA Advisors - 266 reviews - Buffalo, NY 14221
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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Client Onboarding Advocate
TSR Consulting Services, Inc. - Getzville, NY 14068
Main areas of interactionStrengthen the client relationship and ensure the delivery of market-differentiating service by acting as the client's advocate,...
Financial Professional - NY, Williamsville (3179)
AXA - 545 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...

Hybrid Implementation Project Manager/Client Service Manager

Willis Towers Watson - 415 reviews - Buffalo, NY
Exceptional client customer service orientation. Serve as primary, daily contact to clients on delivery of services and issue resolution....

Financial Advisor Enrollment Specialist - LOCATION

AIG - 2,004 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...

Client Service Manager of Rail Advisory for North America

Steer Davies Gleave - 2 reviews - Boston, NY
All these market areas can help provide services to rail clients to provide mobility solutions and help implement transportation demand management strategies....

Senior Project Manager

KeyBank - 896 reviews - Buffalo, NY
Establishes and maintains a trusted advisor relationship. Key Technology and Operations (KTO) is Key Bank’s shared services organization for technology,...

Vice President Premier Relationship Manager

HSBC - 7,876 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...

Implementation Manager

HSBC - 7,876 reviews - Buffalo, NY 14203 (Willert Park area)
Leverage Client feedback to shape client proposition and new product development activity. Develop a close relationship with customers, managing these...

KIS Associate Financial Advisor

KeyBank - 896 reviews - Lockport, NY
Financial Advisors on providing investment services to KeyBank Community Bank clients by providing investment solutions to new and existing clients....

Senior Employee Advisor - Buffalo, NY

Willis Towers Watson - 415 reviews - Buffalo, NY
Able to perform all duties of an Employee Service Advisor. Coach advisors on improving audit scores and maintaining high levels of customer service in line with...

Portfolio Manager or Sr Portfolio Manager, IPG

Key Bank - 896 reviews - Buffalo, NY
Serves as the trusted advisor the clients and prospects. The Portfolio Manager provides relationship management support for assigned portfolio of clients who...

Learning & Development Consultant I/II/III/Lead

Univera Healthcare - 10 reviews - Buffalo, NY
Serves as an advisor and mentor to other Learning and OD Consultants. And services that are aligned with LTHC mission, culture, strategy, and defined business...
Tax Advisor - CPA, Enrolled Agent or Attorney – Remote
Intuit - 735 reviews - United States
Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring....
Consultant - Employee Insights, East/West Coast
Expand client relationships and contribute to building trusted advisor status with key client contacts in terms of survey process deliverables....

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