Average salary: $80,923 /yearly

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  • $100k - $275k

     ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...  ...client needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth... 
    Suggested
    Full time
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention...  ...blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success... 
    Suggested
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Diligent

    New York, NY
    17 hours ago
  • $75.4k - $86.1k

    Assistant Relationship Manager As a member of the Dealer Sales Pod, the ARM is responsible to leverage the Sales System & Protocol to ensure the overall interaction between the Dealer and Capital One is an iconic experience. The ARM is responsible for enabling their ASM...
    Suggested
    Full time
    Part time
    Work at office
    Local area

    Capital One

    Jericho, NY
    2 days ago
  •  ...products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow...  ...global fintech leader. We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand... 
    Suggested
    Immediate start
    Flexible hours

    Acrisure LLC

    New York, NY
    1 day ago
  •  ...Job Description The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client...  ...to provide a better investment experience. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial... 
    Suggested
    Work at office
    Remote work
    Monday to Friday

    Dimensional Fund Advisors

    Whitehall, NY
    17 hours ago
  •  ...Client Support Advisor Location: Poland (Warsaw) Work Model: Hybrid, with 3 days working from the office. The base salary for this position starts from 84,000 PLN gross annually. You’ll be the first point of contact for our clients, turning questions into solutions and... 
    Suggested
    Work at office

    BSI

    Poland, NY
    1 day ago
  • $20 per hour

     ...Business Unit : Company 3 Position : Client Services Representative Location : New York, NY (Onsite) Hours of Operation : 12:00pm - 8:00pm EST *Pay Range : $20.00 USD hourly POSITION SUMMARY: Company 3's Client Services Team is driven by a commitment... 
    Suggested
    Hourly pay
    Full time
    Part time
    Work experience placement
    Local area
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Company3

    New York, NY
    4 days ago
  • $50k - $65k

     ...service. Be enthusiastic and demonstrate a passion for watches. Provide information about the products and services to our prospective clients. Answer client questions and suggestively sell products via product recommendations. Answer emails daily, promptly, accurately, and... 
    Suggested
    Odd job
    Work at office
    Flexible hours
    Shift work

    Avi & Co

    New York, NY
    2 days ago
  •  ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...  ...client needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Florida, NY
    2 days ago
  •  ...Chase is seeking a Private Client Banker in our branch to deliver hospitality, manage affluent clients, and extend the bank's relationships across Chase’s products and services. You will grow balances, solicit referrals, and work with a team, while meeting regulatory... 
    Suggested
    Weekend work
    Afternoon shift

    Fairygodboss

    Florida, NY
    3 days ago
  • KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients. This role focuses on understanding client needs and providing tailored financial wellness advice. The ideal candidate will possess a... 
    Suggested

    KeyCorp

    New York, NY
    1 day ago
  •  ...Intake Coordinator to join our growing team in Rockledge (Melbourne), FL. In this vital role, you'll be the first point of contact for clients and families seeking home care services, helping connect them with the support they need. If you're passionate about making a... 
    Suggested

    Assisting Hands

    Florida, NY
    1 day ago
  • $62.4k

     ...Location: 380 Route 3, Plattsburgh New York Job Summary The Private Client Advisor’s focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary... 
    Suggested
    Temporary work
    Bank staff
    Work at office
    Immediate start
    Flexible hours
    Night shift

    Key Bank

    Plattsburgh, NY
    3 days ago
  •  ...Bank of America in the United States is seeking a client-focused banking professional to engage clients in the lobby and guide them through self‑service transactions via mobile banking, online banking, or ATM. You will accurately and efficiently process cash transactions... 
    Suggested

    Bank of America

    Florida, NY
    1 day ago
  • Ponce Bank is seeking a customer-focused associate at our Bronx branch. You will deliver exceptional service, identify customer needs, and recommend bank products. You will process transactions, assist with account openings, and support branch goals with a proactive, compliant...
    Suggested

    Mt. Washington Pediatric Hospital

    New York, NY
    1 day ago
  •  ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This...  ...qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated... 

    Aumni

    Florida, NY
    1 day ago
  • KeyBank seeks a Private Client Banker to manage the client relationship with a plan-based financial advisory approach in the Dewitt, NY area. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, and help them build... 

    KeyCorp

    New York, NY
    1 day ago
  •  ...serve as a frontline ambassador in a hybrid teller/desk role. You will deliver a welcoming, professional customer experience, educate clients on products, and facilitate transactions while maintaining banking policies and security standards. You will build relationships,... 

    Community Bank NA

    Schenectady, NY
    1 day ago
  •  ...seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory... 

    Citi

    Yorktown Heights, NY
    2 days ago
  • $100k - $275k

     ...Position Overview This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and...  ...client needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth... 
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • $75k

     ...Client Services Advisor Alder Mamaroneck, New York, United States About this position For over 30 years, Alder has been a trusted guide for more than 5,000 families across the Northeast, helping them navigate the aging journey with compassion, clarity, and expert care.... 
    Full time
    Temporary work
    Immediate start
    Remote work
    Flexible hours

    Alder

    Mamaroneck, NY
    17 hours ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide... 

    J.P. Morgan

    Brooklyn, NY
    1 day ago
  • Marsh McLennan Agency in New York, NY is seeking a Commercial Lines Client Advisor to nurture and grow a book of accounts within the Business Insurance team. You will coordinate with Producers, Underwriters, and Service teams, delivering coverage analyses, risk-management... 

    Marsh McLennan Agency

    New York, NY
    1 day ago
  • Goldman Sachs is seeking a Private Wealth Advisor in New York, New York, to leverage their unique background and experiences to build a business. The role requires excellent interpersonal skills, creativity in problem-solving, and the commitment to a high level of integrity... 

    Goldman Sachs

    New York, NY
    1 day ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment... 

    J.P. Morgan

    New York, NY
    1 day ago
  • TwinThread is seeking a Private Client Advisor to engage clients and offer personalized investment solutions. The ideal candidate has at least 2 years in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships and providing... 

    Aumni

    Syracuse, NY
    1 day ago
  • Goldman Sachs is seeking a Private Wealth Advisor to develop tailored wealth management solutions for ultra high net worth individuals. The role involves building and nurturing client relationships while leveraging Goldman Sachs' investment platform. Ideal candidates will... 

    Goldman Sachs

    New York, NY
    1 day ago
  • $100k - $275k

     ...Job Summary Responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network...  ...client needs. Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth... 
    Shift work
    Day shift

    Bank of America

    Greenwich, NY
    2 days ago
  •  ...Overview At J.P. Morgan Chase, we are committed to helping our clients, caring for our employees, building relationships, and delivering...  ...solutions for their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    TwinThread LLC

    New York, NY
    1 day ago
  •  ...Bank of America in the United States is seeking an in-branch associate to educate and assist clients with transactions across self-service channels, including mobile banking, online banking, and ATMs. You will process cash transactions and engage clients in meaningful... 

    Bank of America

    New York, NY
    1 day ago