Client Service Advisor jobs in Buffalo, NY

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VP Premier Relationship Manager
HSBC - 7,120 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...
Merrill Lynch Client Relationship Manager
Bank of America - 16,033 reviews - Buffalo, NY 14202
Responsible for managing, training and developing the branch's Client Associates and Service Support Staff....
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...

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

Wells Fargo - 16,089 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...

Registered Client Associate

Bank of America - 16,033 reviews - Buffalo, NY 14202 (Central Business District area)
Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their...

Financial Advisor Enrollment Specialist

Valic - 1,764 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...

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...

Financial Advisor Enrollment Specialist - LOCATION

AIG - 1,764 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 Associate (Williamsville, NY)

Bank of America - 16,033 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...

KIS Associate Financial Advisor

Key Bank - 782 reviews - Lockport, NY
Financial Advisors on providing investment services to KeyBank Community Bank clients by providing investment solutions to new and existing clients....

Middle Office Specialist

HSBC - 7,120 reviews - Depew, NY
Work with Financial Advisors, third party vendor and/or colleagues to ensure proper handling of Private Client Service customer transactions....

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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PERSONAL FINANCIAL ASSOCIATE

Northwest Bank - 89 reviews - Lackawanna, NY
Positively with clients, good problem solving skills, ability to multi-task, prioritize, and work with multiple advisors....
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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Administrative Assistant (Wealth Mgmt)
Preparing documents for client appointments Responding to client inquiries and requests Answering phones Setting appointments with clients and prospective...

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