Client Advisor Jobs in Rockville Centre, NY

Manage and expand a diverse portfolio of accounts while driving sales and implementing strategies for business growth. Collaborate with practice leadership and utilize proprietary systems to enhance t...

Support commercial agreements across retail and banking sectors while providing legal expertise and advice. Collaborate with business partners to enhance contract processes, ensuring alignment with co...

Engage in a key role driving success in middle market commercial lines. Utilize your expertise in servicing accounts, negotiating renewals, and managing client relationships to optimize results for cl...

Unlock your potential by managing middle-market commercial lines accounts, evaluating underwriting information, and negotiating favorable terms for clients while maintaining strong relationships and e...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Accelerate consultant relations strategy and execution, enhancing partnerships with third-party consulting firms to drive client engagement and market insights while collaborating cross-functionally t...

Take ownership of enterprise consultant relations strategy, enhancing engagement across consulting firms to influence financial institution decisions. Collaborate cross-functionally to drive actionabl...

Elevate client experiences by managing relationships and delivering solutions that drive business outcomes. Lead P&L, foster connections, and navigate complexities to ensure satisfaction and growth wi...

Pioneer client onboarding and support for trading analytics, driving optimization in TCA and surveillance across diverse trading workflows while engaging collaboratively with institutional clients and...

Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Join a team that's committed to enhancing client support and satisfaction in the financial services industry. Help optimize our technology platform while directly collaborating with clients, fund mana...

Develop client relationships and enhance operational efficiency within the Private Wealth team by partnering with sales teams, managing investor requests, and ensuring data integrity to optimize servi...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Join a team focused on driving net-new business, establishing relationships, and expanding market presence within Tier 2 & Tier 3 banks. This role requires a self-starter to manage complex sales cycle...

Support clients by developing financial strategies that meet their needs. Lead investment planning, manage portfolios, and collaborate with experts to enhance client relationships and foster growth wi...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

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...

Elevate your career by managing complex Property & Casualty insurance programs for large construction clients, providing strategic advisory and mentorship while driving client retention and growth in...

Help us lead the charge in managing complex Property & Casualty insurance programs for large construction clients. Use your expertise in commercial insurance to drive growth, client retention, and exc...

Shape comprehensive insurance strategies for large construction clients, leveraging extensive industry expertise to drive client retention and growth, while mentoring team members and delivering excep...

Help us grow by driving new business opportunities through tailored Business Intelligence solutions, engaging with key stakeholders, and achieving sales targets while providing valuable market insight...

Grow your career as you drive new business opportunities through tailored solutions in BI software. Engage with key decision-makers, manage deals, and contribute to market strategies while collaborati...

Lead the charge in driving new business opportunities through strategic engagement with decision-makers, showcasing our innovative Business Intelligence solutions, and achieving sales excellence in a...