Client Advisor jobs in New York, NY

McLaren Engineering Group —New York, NY3.6

This includes management of the client, design team, budgets, and project schedules beginning with the proposal phase and extending through the completion of…

GoalVest Advisory —New York, NY

Developing relationships with clients (both existing and prospective). Gathering client information and using that information to build robust financial plans.

MJ Boyd Consulting —New York, NY

Monitor and ensure compliance with applicable federal and state fiduciary, securities, investment regulations, ERISA, FDIC and New York State Banking regulatory…

Baldwin Risk Partners —New York, NY3

Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer…

NFP Corp —New York, NY3.6

Takes significant role in meetings and on calls. May provide updates to clients regarding appropriate industry trends and events, including all state and…

Wealth Enhancement Group —New York, NY3.6

Strong interpersonal skills required to develop team and client relationships. Record incoming assets to the appropriate blotting tool.

UHY LLP —New York, NY3.5

Must be a CPA for Audit, Tax Accounting; Respective similar certification for IT audit, consulting. May need other industry or specialization certification for…

NFP Corp —New York, NY3.6

Responsible for greeting clients/business partners, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts.

LuisaViaRoma —New York, NY

Follow-up with clients via telephone, text, email with all activities, post-sales, birthdays, and deliveries etc. We will hire you for this role because:

Prosperum Funding LLC —Midtown New York, NY3

The Sales Manager is responsible for training, developing, and managing the performance of the telemarketing team. Effective Communication is a *MUST*.

Tourneau|Bucherer —New York, NY4

Proficient in data entry and have outstanding organizational skills. Follow-up with clients to sell the repair estimate and confirm any repair approval,…

Citizens —New York, NY3.4

A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.

Davis Capital Advisors, LLC —New York, NY

Provide general office support including faxing, copying, filing, telephone coverage, and mail. Schedule meetings, greet clients/visitors, and manage multiple…

LiveCare —New York, NY

Bachelor's degree in Business, Communications, or a related field. Lead the onboarding process for new clients, providing comprehensive training on our platform…

Manhattan Motorcars —New York, NY3.9

As an experienced Service Advisor in the automotive industry, you will own our customer’s experience in the service lane. Paid time off and vacation.

Tourneau|Bucherer —New York, NY4

This includes strategically following-up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills.

Google —New York, NY4.3

Manage objectives and key results to deliver against quota and achieve or exceed strategic business and growth goals while accurately forecasting and reporting…

New York Life —New York, NY3.7

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…

Goodwin Procter LLP —New York, NY3.9

Excellent analytical and problem-solving skills; desire to learn and grow in the compensation field. Educated with a bachelor’s degree or equivalent.