Jobs near Clifton Park: 2,827
RS
Relevance Score ranked on: CLIENT SERVICE
Client Services Associate, Wealth Management
Albany
At Broadview Wealth Management (BWM), our Client Services Associates (CSAs) are trusted professionals who serve as the service and operational foundation of our team. CSAs help our clients navigate important moments in their financial lives, and also partner with our Advisors to grow their books of b...
Search Terms: Client Service, Wealth, Management, Associate, Advisor
83
14mi
Updated: August 11
Senior Manager, Client Services
Albany
The Senior Client Services Manager is responsible for daily operations across a team that oversee client relationships for credentialing clients. as well as assisting department directors and leadership with projects and deliverables related to specific client assignments. This role is a full-time, p...
Search Terms: Client Service, Manager, Client Relations, Senior, Operations
82.7
14mi
Updated: August 06
Wealth Management Client Associate
Clifton Park
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service
80.1
0mi
Updated: August 20
Teller
Clifton Park
Location:1703 Route 9 - Clifton Park, New York 12065 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting...
Search Terms: Teller, Client Service, Financial, Skills, Transaction
72
0mi
Updated: August 20
Personal Risk Advisor
Clifton Park
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 needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating rela...
Search Terms: Risk, Advisor, Sales Associate, Personal, Client Service
71.3
0mi
Updated: August 11
Teller
Guilderland
Location:2050 Western Avenue - Guilderland, New York 12084 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and ass...
Search Terms: Teller, Client Service, Financial, Skills, Transaction
67.3
12mi
Updated: August 26
Strategic Partnership Manager
Albany
The Strategic Partnership Manager owns PSI’s relationship with the third-party test site partners across an assigned US region. These partners run independently under a franchise-style model to deliver PSI assessments to test takers. The Strategic Partnership Manager is their main point of contact in...
Search Terms: Manager, Partnership, Strategic, Client Service, Education
66.2
14mi
Updated: August 21
Lead Teller
Troy
Location:73 Vandenburgh Ave - Troy, New York 12180 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter ...
Search Terms: Teller, Lead, Client Relations, Financial, Client Service
65
12mi
Updated: July 29
Teller
Delmar
Location:370 Delaware Avenue - Delmar, New York 12054 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assistin...
Search Terms: Teller, Client Service, Financial, Skills, Transaction
64.7
17mi
Updated: August 07
Sales Associate
Clifton Park
Drive Sales & Build Relationships: Hit sales targets and exceed expectations by connecting with customers and building lasting relationships. Help new and returning customers in finding products that meet their needs. - Become a Vision Expert: Offer tailored advice and recommend eyewear solutions tha...
Search Terms: Sales Associate, Sales, Customer Experience, Associate, Customer Service
0
0mi
Updated: August 31
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