Trabajos client advisor en Newburgh, New York (NY) State

Customer Service / Fully Remote] - Anywhere in U.As a Customer Care Advisor you'll: Provide world-class customer service; Answer incoming calls and assist customers with their inquiries; Verify and enter prospective client information into the designated CRM; Enter any customer escalations into t...

The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts...

We currently serve 30+ markets in the United States!We are seeking talented and professional Hair Stylists to join our community of freelance pros in your area. ...

We are actively searching for exceptionally talented Senior Client Advisor(s). My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation, consistent investment performance with an ideal platform for your clients wealth solutions, investment mana...

A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. This individual wi...

Our client is looking for a Receptionist who will act as the first point of contact for all guests and candidates, provide general assistance to visitors and internal employees, give administrative support, and deliver exceptional customer service with enthusiasm. ...

JK Executive Strategies is partnering with a well-respected financial services firm in search of a Wealth Advisor, Associate to join its team. The Wealth Advisor will be responsible for servicing an existing book of business by assisting clients in meeting financial goals by recommending appropri...

Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Senior Client Service Associate. Serve as a primary lead for client onboarding and private wealth client services....

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish custom...

Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The Legend Group has a new and exciting opportunity available fo...

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish custom...

Seasonal Cashier PT page is loaded Seasonal Cashier PT. ...

Customer Service Representative 40 salaries Job openings matching Customer Service Representative in Center One. Customer Service Representative (Former Employee) - Remote - December 18, 2021 For $10 an hour, you take a lot of grief from some irate customers. Customer Service Representative ...

Minimum Req Cashier, Dance, Customer Experience, Operations, Grocery. ...

As a Sales Associate, you will be responsible for serving each guest courteously, quickly and efficiently with a sincere, positive, pleasant and enthusiastic attitude. A Sales Associate will also be responsible for processing transactions of customers on a computerized POS register, maintain a cl...

The Customer Service Representative is an entry- level position that is focused on meeting the needs of Bank customers by providing exceptional customer service. Customer Service Representative - New Castle**. Job Category:** Customer Sales & Service Requisition Number: CUSTO0...

Competitive pay / Medical, dental and vision / 401K match / PTO - As a Customer Service Rep you'll: Manage incoming calls and service tasks; Identify and assess customers' needs to achieve satisfaction; Build sustainable relationships and trust with customers through open and interactive communic...

Customer Service Representative**. Customer Service Representative**. We will rely on you to actively listen to our clients customers by utilizing your customer service experience, passion, and creativity to meet their needs and deliver a world-class experience across every interaction you have w...

Provides customer service by explaining IRS policy and procedures, providing instructions and analyzing complex or unusual issues presented by taxpayers, practitioners and Service employees. This service is based upon interpretation and application of IRM procedures, regulations, court decisions,...

Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commi...

Restaurant Team Member - Cashier**. Location 1775 Radio Drive, Woodbury, MN 55125, United States of America Category Restaurant Team Members Job Id JR0002687 JOB DESCRIPTION Restaurant Team Member - Cashier**A fresh approach to work. When you jo...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

As such, to be responsible to maximize the sales performance by fostering the relationship with the customers and developing their Brand loyalty, providing a unique experience in our store and guiding the client into our world. Maintain and develop client relationships through an individual appro...

High-level of comfort with and enthusiasm for technology-driven products and user experience * 10+ Years of sales/client engagement experience * Deep understanding of tax loss harvesting strategies and how they are implemented * Expertise working within a team based ...