client advisor-manhasset Jobs - 691
Private Client Financial Advisor
Citizens - Cicero,NY
Employment Type : Full-Time
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short-...
Director of Customer Success
InRhythm - New York,NY
Employment Type : Full-Time
Who Is InRhythm? InRhythm is a leading modern product consultancy and digital innovation firm with a mission to make a dent in the digital economy. Founded in 2002, InRhythm is currently engaged by Fortune 50...
WEALTH MANAGEMENT ASSISTANT
Manning & Napier - Fairport,NY
Employment Type : Full-Time
Summary As a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the...
Director of Customer Success
Regal.ai - New York,NY
Employment Type : Full-Time
ABOUT US: Founded in 2020, Regal is the AI Agent Platform. Regal gives every company the tools to transform customer communications with delightful AI Agents that are connected to your data, easy to customize and monitor,...
Customer Success Manager - Life Sciences & Therapeutics
Guidepoint - New York,NY
Employment Type : Full-Time
Overview: Guidepoint is seeking an entrepreneurial, client-focused professional to drive engagement and revenue growth for our Insights expert call and transcript library product, specifically targeting...