Client Advisor Associate

Job SummaryCitigroup, Inc. is seeking an Affluent Client Advisor to provide financial planning and wealth management services to high net worth individuals and families.Key ResponsibilitiesAs an Affluent Client Advisor, you will be responsible for:Providing comprehensive financial planning and wealth management services to high net worth clients;Identifying...

Job Description:Citigroup, Inc. is seeking a highly skilled Strategic Client Advisor to join our team in New York. As a key member of our Commercial and Business Sales division, you will be responsible for originating, managing, and growing global commercial banking relationships within Citi's Commercial Bank.The ideal candidate will have 6-10 years of...

Job DescriptionWe are seeking an Associate Client Advisor to join our team. As a key member of our client services team, you will be responsible for providing innovative solutions to our clients' risk management needs. Your primary focus will be on developing and executing renewal/placement strategies in conjunction with senior colleagues and clients.You...

GrowthAssistant is a leading provider of offshore talent solutions for growth marketing, design, sales, customer service, and more. We're currently seeking a Strategic Client Advisor to join our sales team. In this role, you'll be responsible for qualifying new leads, closing deals, and ensuring client satisfaction. If you have a proven track record of...

Company OverviewAt IMA Financial Group, we put our associates first. We've built a reputation for being an entrepreneurial, expanding company that offers competitive benefits and opportunities for career growth.We work in teams, sell in teams, and win together as a team. Our support systems and resources enable each associate to focus on their strengths,...

Opportunities for GrowthIn the Private Client Division of Oppenheimer & Co. Inc., our team is dedicated to providing exceptional service to clients and their Financial Advisors. We are currently seeking a Registered Client Service Associate to join our Midtown East branch office.

About the RoleWe are seeking a highly skilled Client Services Representative to join our team. As a key member of our organization, you will provide exceptional support to Financial Advisors, enabling them to focus on delivering outstanding client experiences.Key Responsibilities:Act as a liaison between registered representatives and their clients, ensuring...

About the RoleWe are seeking a talented Commercial Attorney Advisor to join our team at Trandon Associates, Inc.This is a full-time position based out of our Park Avenue offices on a hybrid schedule.Salary:$150,000 - $220,000 per year, commensurate with experience.Duties and ResponsibilitiesAs a Commercial Attorney Advisor, you will be responsible for...

As a Financial Advisor Trainee at Prudential Advisors in NYC/NJ, you will have the opportunity to build a successful career in wealth management. With a strong focus on developing effective strategies and building long-term relationships with clients, this role is ideal for those who are passionate about finance and customer service.About the JobWe are...

Why Work with Us?We offer a collaborative and dynamic work environment that values diversity and inclusion. Our team is passionate about career growth and development, and we provide opportunities for upward mobility within Guidepoint. We also offer comprehensive benefits, including medical, dental, and vision plans, as well as a 401(k) matching...

Your Career PathThis role offers a unique opportunity for professional growth and development. As a US Institutional Junior Associate Client Advisor, you will play a critical part in driving sales of Voya Investment Management strategies across various plans and firms. With a strong track record of success, you may be eligible for promotion to a...

As a Client Service Associate at Cerity Partners, you will play a critical role in supporting our clients and advisors by executing routine administrative tasks and handling client requests. This role requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service.Your primary...

Job Opportunity: Custom Clothing AdvisorWe are seeking a talented Custom Clothing Advisor to join our team at Proper Cloth. In this role, you will play a crucial part in representing the brand and delivering exceptional service to our discerning clientele.As a Custom Clothing Advisor, you will have the chance to develop your skills in menswear, learning...

Risk and Finance Advisor Opportunity:We are seeking a skilled Risk and Finance Advisor to join our team. As a Risk and Finance Advisor, you will collaborate with clients on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives. You will analyze and interpret trends or patterns in substantial and/or intricate data sets, suggesting...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...

About IDBAt IDB, we pride ourselves on being a client-centric organization. For over 70 years, we have made it our mission to provide exceptional service and support to our clients. Our success is built on the strength of our team, who share a passion for delivering top-notch service and a deep understanding of our clients' needs.

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.About the JobWe are seeking an exceptional Sales Manager to drive our ambitious expansion by leading and scaling our team of Financial Advisors.This role combines strategic leadership with hands-on...

Job Description">As a Financial Advisor at Wellington Adams Financial Group, you will play a key role in supporting the delivery of comprehensive financial planning and investment management services to our clients.">You will work closely with senior advisors to develop and implement investment strategies tailored to clients' needs and objectives.">You will...

Role Summary:nOps is an innovative FinOps platform that helps customers reduce their AWS costs on auto-pilot. We are seeking a Technical Cloud Advisor to partner with our sales and customer success teams to design and deliver innovative cloud solutions with a strong focus on FinOps and AWS cost optimization.The ideal candidate will have broad and deep AWS...

Job SummaryWe are seeking a highly skilled Associate Director, Client CIO to join our team at Russell Investments. As a key member of our Institutional team, you will work closely with existing OCIO clients, developing strategic advice through asset allocation studies, managing, and enhancing key client relationships. You will also collaborate with other...