virtual client advisor Jobs - 450
Client Service Associate
Guidepoint - New York,NY
Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the...
FINANCIAL ADVISOR
Citizens - Albany,NY
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring...
Advisor Billing Manager
Steward Partners - New York,NY
Get AI-powered advice on this job and more exclusive features. Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in...
Administrative Assistant / Client Service Associate
Point Wealth Management - Melville,NY
Administrative Assistant / Client Service Associate About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make...
Merchant Solutions Payment Advisor (Manhattan, New York)
TD Bank - New York,NY
Nous utilisons des t--moins pour fournir et am--liorer nos services de sorte -- vous offrir une exp--rience plus personnalis--e, et les services de suivi sont d--sactiv--s. Pour en savoir plus sur les t--moins utilis--s et pour consulter vos...
Bookkeeper
The Colwell Law Group - Syracuse,NY
This is an in-office role in Syracuse, NY. No relocation assistance. We are seeking a detail-oriented and organized Bookkeeper to manage the financial records and transactions of our law firm. The ideal candidate will have experience in law firm...
CLIENT SERVICE SPECIALIST
MARSHALL and STERLING - Holmes,NY
Description: ***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY*** Provide utmost service to clients by fulfilling major responsibilities...
Client Associate
UBS - Albany,NY
Your role Are you truly service oriented? Do you know how to take care of people? We are looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on...
Business and Client Risk Engagement Advisor - Chief Risk Office
Avature - New York,NY
Business and Client Risk Engagement Advisor - Chief Risk OfficeLocation: New YorkBusiness Area: Legal, Compliance, and RiskRef #: 10039552Description & RequirementsThe energy of a newsroom, the pace of a trading floor, the buzz of a recent tech...