Client Advisor Jobs in Rockville Centre, NY

Contribute to impactful employee benefits strategies and deliver top-notch service by managing key client relationships and consulting on compliance, program evaluation, and market trends. Elevate cli...

IST Management is seeking a Senior Sales Executive - Regional Vice President for their e-Discovery and Litigation Support sales team. The role requires an existing book of business in e-Discovery, Man...

Innovate in equity research by analyzing data, developing strategies, and leading a team. Collaborate closely to build systematic investment tools, optimize portfolios, and drive insights from diverse...

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, assisting them with equity compensation and broader financial needs. This...

Unlock potential by driving enterprise-level client growth and managing accounts in the Out-of-Home advertising space. Foster relationships and generate leads while meeting ambitious sales targets in...

The Account Executive - New Logo, Enterprise is responsible for managing existing client accounts and driving revenue growth through upselling services. This role requires strong communication skills...

Shape the future of AI in professional services by driving strategic engagements with top consulting firms and enhancing their service delivery and operational efficiency through innovative solutions...

Advance your career by optimizing economic development incentives for corporate clients. Collaborate with management on location strategies and data analysis, ensuring tax-efficient transaction struct...

Engage high-value advisors through consultative sales; shape strategies for complex transitions and outbound initiatives in the travel industry, fostering relationships that secure significant busines...

Champion transformative solutions in financial technology as a Sr. Sales Engineer, supporting sales processes, conducting technical consultations, and guiding clients through tailored product experien...

Engage with Small Business clients by providing tailored financial solutions. Manage relationships proactively while collaborating with internal teams to drive growth and ensure service excellence acr...

Develop relationships with Small Business clients by providing expert financial advice and solutions. Manage client needs through proactive outreach, facilitating credit requests, and ensuring complia...

Help us drive sales success by leveraging your financial software expertise as a Sr. Sales Engineer, guiding the sales lifecycle and collaborating with executives to optimize client engagement and pro...

Join a team that's driving the implementation of IBOR solutions for major financial institutions. Leverage your expertise in Investment Operations and collaborate closely with clients to enhance proje...

Unlock potential by providing tailored wealth management strategies. Collaborate with clients to develop financial plans and guide them through an exceptional service experience while supporting Wealt...

Champion customer success by driving product adoption and engagement. Collaborate cross-functionally to align customer goals with solutions, ensuring value realization and long-term success through ef...

Accelerate progress at a leading equity research team by conducting in-depth analyses and assisting in financial modeling, industry research, and comprehensive report writing to drive investment decis...

Shape business strategy by analyzing key insights and delivering results to clients. As a Senior Consultant, you’ll engage with diverse projects, drive client interactions, and lead teams to optimize...

Shape the future of financial technology while collaborating with diverse teams to translate business requirements into innovative technical solutions and drive high-quality product delivery in a dyna...

Join a team that's redefining legal service delivery by leading operations and strategy for outsourced offerings, ensuring high-quality outcomes, optimizing resources, and enhancing client relations w...

Elevate client relationships by driving delivery, unlocking growth, and ensuring long-term satisfaction through proactive engagement and strategic guidance in a fast-paced environment...

Manage the negotiation and documentation of various trading agreements, ensuring compliance with risk standards and internal policies, while collaborating with multiple stakeholders to support diverse...

Champion cross-functional project delivery by liaising between engineering and business teams. Effectively manage timelines and resources while driving continuous process improvements in a dynamic env...

Transform client experiences by collaborating with Financial Advisors to manage relationships, implement productivity campaigns, and ensure operational excellence in a dynamic environment focused on c...

Optimize business outcomes by leveraging financial analytics to enhance system transitions. Collaborate with project teams and stakeholders to ensure compliance, quality assurance, and effective commu...