Client Advisor Jobs in Holtsville, NY

Unlock potential by providing exceptional client service and managing commercial insurance accounts. Collaborate with teams to analyze coverage, negotiate terms, and enhance client relationships, all...

Elevate your career by leading guided museum tours for prospective investors, focusing on art market trends and opportunities, and fostering relationships to encourage deeper engagement with investmen...

Take ownership of building and maintaining advisor relationships, driving sales initiatives, and enhancing communication within the Financial Institutions Group to achieve sales goals and develop new...

Drive client-focused service by managing relationships and integrating financial strategies. Collaborate across teams to deliver tailored investment solutions and ensure seamless account administratio...

Take ownership of advisor relationships and performance metrics, driving success and support within the wealth management sector. Collaborate cross-functionally to enhance advisor experiences and opti...

Shape clients' financial futures by offering tailored investment strategies and guidance, while collaborating within a team to drive business growth and exceed sales targets through strategic planning...

Discover innovative strategies in Treasury and Liquidity Management. Lead change initiatives, enhance value-engineering tools, and train teams to improve client outcomes in a collaborative environment...

Elevate client engagement by connecting with UHNW individuals at gallery events, driving follow-up activities, and supporting Senior Advisors in building long-term relationships while contributing to...

Join a team that's dedicated to providing exceptional investor service. You will support reporting, assist in fundraising efforts, and help manage investor inquiries, all while enhancing your skills i...

Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...

Champion advisor success by managing relationships, analyzing performance, and delivering constructive feedback to drive continuous improvement in our wealth management platform...

Join our dynamic U.S. Wealth team to enhance client relationships and support strategic initiatives in investment management, leveraging your analytical skills to drive results and facilitate communic...

Provide essential support for institutional clients by partnering with relationship managers, coordinating efforts, enhancing presentations, and managing data to drive team success and client satisfac...

Grow your career with a dynamic sales team by establishing relationships in the Investment Banking sector, driving solutions, and exceeding sales objectives while collaborating across departments to e...

Elevate client relationships by delivering strategic risk management solutions. Lead teams to provide tailored services, ensuring compliance, profitability, and client success amid diverse challenges...

Elevate client relationships by managing account activities, delivering customized service, and leveraging expertise in wealth management to meet client goals. Collaborate with internal and external a...

Engage clients with tailored financial strategies to enhance their wealth management experience. Leverage extensive expertise in investment solutions, foster strong relationships, and proactively grow...

Engage high-net-worth clients by delivering tailored financial strategies and fostering long-lasting relationships. Lead comprehensive wealth management efforts while anticipating client needs and gro...

Drive revenue growth by coordinating account management and sales efforts, enhancing key client relationships, and implementing business development strategies to maximize success and client satisfact...

Manage a portfolio of Commercial Banking clients, ensuring onboarding and customer needs are prioritized. Engage clients with tailored solutions while collaborating with internal teams to enhance serv...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Support clients in financial planning by managing relationships and providing exceptional service. Collaborate with advisors to facilitate reviews and client engagement, striving for excellent outcome...

Engage in trade support and risk management, collaborating across teams to ensure accurate trade capture and settlement while assisting in portfolio management and optimizing trading processes for eff...

Build strong client partnerships and deliver exceptional hedge fund services, advising on operations and administration while ensuring satisfaction in a dynamic environment. Collaborate with senior st...

Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...