Investment advisor jobs in Rosedale, NYCreate job alerts

The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, ...

Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system with new or updated information; Proactiv...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system with new or updated information; Proactiv...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emph

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Call Center / Remote] - Anywhere in U.Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system wit...

Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system with new or updated information; Proactiv...

Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system with new or updated information; Proactiv...

Call Center / Remote] - Anywhere in U.Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system wit...

Call Center / Remote] - Anywhere in U.Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system wit...

Northwell Health - 3003 New hyde Park rd [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety...

Call Center / Remote] - Anywhere in U.Health insurance / PTO / 401K / Training provided - As an Inbound Customer Service Rep you'll: Respond to incoming claim calls and log data into propriety medical bill review system; Provide explanation of benefits, services and claims/reimbursement procedure...

Northwell Health - JobID: 21027192 [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of cl...

Northwell Health - 300 Community Drive [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, resp...

Northwell Health - 560 Northern Blvd [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respon...

Northwell Health - JobID: 20895444 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

... investment strategies for clients to guide them every step of the way. Choose a career where ... Financial Advisor Magazine and Investment News) With $290 billion in assets, $28.2 billion in ...

Using a broad investment product and thought leadership platform along with cutting edge digital ... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ...

Using a broad investment product and thought leadership platform along with cutting edge digital ... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ...