Client Advisor Jobs in Hollis, NY

Unlock potential by serving as the primary trusted advisor for a diverse portfolio of clients, ensuring exceptional service delivery and fostering business growth through strategic financial planning...

Champion innovative communications strategies by leading client accounts, managing creative teams, and executing strategic plans in a fast-paced environment. Leverage media relationships and deliver e...

Advance your career by managing and growing a diverse portfolio of corporate clients, driving revenue and satisfaction through strategic relationship building and innovative solutions within a dynamic...

Join a team that's redefining client relationships by managing a diverse national portfolio. Drive business growth, enhance client satisfaction, and deliver innovative financial solutions in a results...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Join our team to manage client relationships in Business Banking, driving revenue growth and client engagement while analyzing risks and delivering tailored solutions. Collaborate effectively to expan...

Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ens...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Strategize and expand key financial sector accounts by cultivating deep client relationships and driving revenue growth through insightful partnership. Leverage expertise and navigate complex structur...

Join a team that drives the effective administration of diverse commercial real estate loan portfolios, collaborating across functions to ensure compliance, manage disbursements, and support successfu...

Lead the charge in shaping strategic value engagements with customers, driving innovation, and delivering tailored solutions that empower customer success through collaboration and effective communica...

Help us drive growth within the independent wealth management sector by building and nurturing client relationships, executing strategic business plans, and effectively distributing structured investm...

Lead the charge in delivering high-quality proposals and client presentations, collaborating with Business Development teams to ensure effective messaging, project timelines, and compliance while main...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Advance your career by leading architectural solutions that drive AI-powered innovations and client servicing enhancements to optimize business operations and elevate the customer experience across a...

Manage comprehensive talent strategies for diverse clients, collaborating closely with stakeholders to enhance employee engagement, retention, and development initiatives. Drive project execution whil...

Transform client relationships and drive success by managing key accounts, championing growth strategies, and ensuring exceptional service delivery. Collaborate closely with teams to deliver tailored...

Manage client location operations, leading a team in service excellence, resource management, and client satisfaction while ensuring compliance with organizational policies and goals to drive ongoing...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

The Supervisory Officer will drive initiatives related to sales supervision, compliance, and business risk while supporting branches in audit processes and action plans. This role requires collaborati...

Join as a strategic leader to drive AI, Data & Tech growth by cultivating executive relationships and delivering integrated solutions, while leading business origination and advisory strategies for pr...

Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Join a team that inspires client engagement through innovative brokerage support. Collaborate with cross-functional partners to streamline operations and elevate transaction management, delivering exc...