Client Advisor Jobs in New York, NY

Optimize client training experiences by delivering customized educational programs, facilitating onboarding, and enhancing product knowledge to ensure maximum utilization of services while maintaining...

Join a dynamic team as you manage client invoicing, collections, and performance metrics. Utilize your strong communication and organizational skills to enhance workflow efficiency and foster client r...

Unlock potential by driving sales growth through new client acquisition and relationship management. The role emphasizes collaboration, territory development, and leveraging industry expertise to meet...

Transform D&O liability claims management by evaluating coverages, conducting investigations, and negotiating resolutions. Leverage 5+ years of expertise to shape solutions while ensuring compliance w...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Elevate user experiences by leading the design and implementation of Salesforce solutions that optimize marketing, enrollment, and engagement processes. Collaborate with stakeholders to define require...

Shape the future of client service delivery in Workers' Compensation by partnering with operational leadership, enhancing performance analytics, and driving strategic initiatives to ensure high-qualit...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Grow your career with a dynamic role focusing on data analysis, problem-solving, and client engagements. Drive innovative solutions while managing multiple projects, and deliver impactful insights to...

Empower the US Sales Team by managing client relations, coordinating onboarding, and delivering customized reporting to enhance client engagement and team efficacy in a fast-paced financial services e...

Lead the charge in data-driven strategies to enhance business operations and drive growth. Collaborate cross-functionally to influence key decisions and optimize marketing, sales, and community initia...

Join a team that's driving innovative financial solutions by leveraging deep sector expertise and strategic insights to foster client relationships and maximize portfolio performance in a collaborativ...

Partner with us to accelerate mortgage sales by building client relationships and providing tailored loan solutions while ensuring compliance with industry regulations. This role empowers you to make...

Take ownership of data governance initiatives to ensure data quality and integrity. Collaborate with cross-functional teams to develop policies and manage risks, fostering a culture of data stewardshi...

Lead the transformation of our data governance by establishing robust frameworks ensuring data accuracy, integrity, and compliance, while driving data quality initiatives and fostering a culture of st...

Join us to lead the creation of a comprehensive data governance framework, ensuring quality and compliance while collaborating with teams to empower data-driven initiatives across the organization...

Grow your career with this dynamic role supporting registered investment companies. Leverage your expertise in drafting and advising on regulatory matters, while working cohesively across a diverse In...

Elevate enterprise growth by partnering with commercial teams to design strategic, solutions-oriented materials that effectively communicate client needs and bridge cross-functional initiatives across...

Support the growth of private market asset data operations by ensuring data accuracy and efficiency. Collaborate with teams to drive improvements and maintain high-quality standards, while managing wo...

Shape the future of fund structure and compliance while partnering closely with GPs. As a strategic advisor, you'll craft essential legal documents, guide operational processes, and ensure regulatory...

Shape the future of investment fund law by architecting regulatory and operational frameworks. Collaborate with GPs to streamline fund structuring, compliance, and strategic market positioning, all wh...

Join a dynamic team as an ATM Analyst where you'll support equity offerings, manage crucial programs, and enhance client experiences while collaborating with investment banking and trading units in a...

Accelerate growth by driving new business in commercial real estate through strategic prospecting, leveraging innovative sales tools, and nurturing key client relationships to achieve outstanding sale...

Drive your career with a dynamic B2B sales role, generating new business in the infrastructure and energy sectors, leveraging cutting-edge sales tools and a collaborative team approach to close opport...

Unlock new business opportunities in the infrastructure and energy sectors through a high-velocity B2B sales approach. Engage with decision-makers, manage a dynamic pipeline, and leverage cutting-edge...