virtual service advisor Jobs - 324
Client Advisor/CFP®
FL Putnam Investment Management - Buffalo,NY
Employment Type : Full-Time
We are seeking a Client Advisor/CFP® to join our Upstate New York team based out of our Amherst, NY office. This addition to our team will be the financial planning lead on client teams for new and existing client relationships. The...
Assistant Client Services Specialist
Marshall & Sterling - Porter Corners,NY
Employment Type : Full-Time
Description: Provide superior service and administrative support for department. Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, mail,...
Private Banker II
Citizens Bank - New York,NY
Employment Type : Full-Time
Overview:Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and...
Personal Risk Advisor LA
USI Insurance Services - Valhalla,NY
Employment Type : Full-Time
General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance...
Admissions Coordinator
BASIS Independent Schools - New York,NY
Employment Type : Full-Time
Admissions Coordinator...