Client Advisor jobs in New York, NY

Fincadia Capital Partners —New York, NY

This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.

Banana Republic —New York, NY3.7

Client Advisors also lead by example in the management of your own client book and demonstrating outstanding clienteling options. New York, NY 10012 (Required).

Imperity Insurance and Benefits Consulting —New York, NY

Candidates will need to be able to work in-office, remotely, and in the field, providing flexibility to adapt to various work environments and meet client needs…

Equitable Advisors - Greater New York —New York, NY3.6

Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.

EisnerAmper LLP —New York, NY3.6

Bachelor’s degree in Accounting or equivalent field. Master’s degree in Accounting or equivalent field. Maintain active communication with clients to manage…

Northwestern Mutual —New York, NY3.7

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan…

Tiffany & Co. —New York, NY3.7

The love of building his/her own business by developing client relationships and exceeding sales plan is first and foremost in the Tiffany client advisor’s…

Equitable Advisors —New York, NY3.4

Managers develop and mentor their team of Financial Advisors while still building their own client base. Analyze financial information obtained from clients to…

Savvy —New York, NY3.8

In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…

Moncler —New York, NY3.6

Supports BOH organization and procedures implementation as well as replenishment / transfer activities. This takes into account the wide range of factors that…

AirGuardian HVAC Inc —Queens, NY

Requirements: A Bachelor's degree in Business Administration, Operations Management, or a related field is preferred.

The New Jewish Home —New York, NY3.4

Ensures compliance with federal, state and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing…

Guggenheim Partners —New York, NY3.6

Coordination of wire processing and capital calls directly with the client and client’s family office. Instruct and or/process asset and cash movements during…

New York Life —New York, NY3.7

In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. Our financial professionals help clients develop a…

Bessemer Trust Company —New York, NY4.3

Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce. Supervise and pay client bill payments.

Confidential —New York, NY

Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…

Milrose Consultants —New York, NY

Relevant construction experience and AWS or ICC certifications for Structural Steel (welding & High Strength Bolting), ACI or ICC Concrete Special Inspector…

Downtown Travel —New York, NY

Effectively and quickly communicate and manage group bookings, deadlines, and invoices. This role involves selling tours, cruises and travel packages,…

Neuberger Berman —New York, NY3.8

The role will involve one-on-one and group presentations, conference calls, and coordination and preparation of strategy materials and white papers.