Client Service Advisor jobs in Buffalo, NY

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Financial Relationship Advisor
Wells Fargo - 26,459 reviews - Orchard Park, NY 14127
Must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on...
Financial Solutions Advisor Development Program Dick Urban F...
Bank of America - 21,269 reviews - Depew, NY 14043
Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients...
Financial Professional
AXA Advisors - Buffalo, NY
Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.

Client Solutions Associate

M&T Bank - 1,021 reviews - Buffalo, NY
Process all transactions to include collection of critical documents, processing of cash disbursements, trades, account balances, establishing new accounts...

Private Client Investment Advisor

M&T Bank - 1,021 reviews - Buffalo, NY
Act as resource to partners in the latter stage of the sales process to include: PCAs, Financial Consultant, Relationship Manager and other partners in the...

Private Client Fiduciary Advisor

M&T Bank - 1,021 reviews - Buffalo, NY
Assists in new business development efforts with regional team and internal partners (e.g. Private Client Advisors, Financial Consultants, Investment...

Client Associate

Bank of America - 21,269 reviews - Williamsville, NY 14221
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's...

Vice President of Retirement Plan Services - Buffalo, NY

USI Holdings Corporation - 6 reviews - Buffalo, NY
Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting USI competitive differentiation, including...

Quality Practice Advisor

WellCare - 900 reviews - Buffalo, NY 14202 (Central Business District area)
Participates in and represents plan at community, health department, collaborative and other organizational meetings focusing on quality improvement, member...

Service Advisor

Basil Family Dealerships - Lockport, NY 14094
$50,000 a year
Navigate online computer system for client info management + timely repair order workflow *paid training *weekly bonuses *fun, team-oriented crew!
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Client Administrator III

M&T Bank - 1,021 reviews - Buffalo, NY
Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new...

Wealth Management Assistant

Brock, Schechter & Polakoff, LLP - Buffalo, NY 14210 (Valley area)
You will have the responsibility for processing new business, general marketing and administrative duties as well as direct contact with clients.


CTG - 171 reviews - Buffalo, NY 14209 (Delaware-West Ferry area)
CTG) provides industry-specific IT services and solutions that address the business needs and challenges of clients in high-growth industries in North...
Infusion Sales Liaison
Amber Pharmacy - 8 reviews - Buffalo, NY
Strategically target key decision makers within assigned specialties, within hospitals and health systems establishing relationships with referral sources to...
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