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Private Client Advisor jobs - New York, NY

Viewing 1 - 10 of 95 jobs

  • Tax Director - Financial Services

    Cybercoders - New York, NY

    clients in the following industry segments: hedge funds, private equity funds, asset managers, business development ... Oversee the efforts of multiple client services teams on client engagements primarily in the industry segments...

    30+ days ago from CyberCoders

  • Private Bank Solutions Group Advisor

    UBS - New York, NY

    The role of the PBSG Advisor/Relationship manager is to partner with UBS Advisors and the clients they service, to deliv ... collaborate with UBS advisors to represent the firm to the client and deliver a client experience which differentiates...

    12 hours ago from UBS

  • Private Bank Solution Group Analyst

    UBS - New York, NY

    of your designated Region/Complex/Branch to ensure all client requests, Financial Advisor requests and Private Bank ... Private Bank tools and resources and your knowledge of the Private Banks multi-currency solutions inclusive of Private...

    12 hours ago from UBS

  • Private Bank Senior Banker

    Citizens Financial Group - New York, NY

    ambassador of the Private Bank. As the primary face of the Private Bank, the Banker leads new client acquisition and ... for the client experience and engaging in Citizens Private Bank intellectual capital to deliver a complete...

    30+ days ago from Citizens Bank

  • Private Wealth Services Director/Senior Manager

    Grant Thornton - New York, NY

    Tax Senior Manager –– Private Wealth Services Position Summary: The Tax Senior Manager in the General Tax Private Wealth ... talented professionals. Oversee the efforts of multiple client services teams on client engagements; plan, execute,...

    30+ days ago from Grant Thornton

  • Private Wealth Services Tax Director

    Grant Thornton - New York, NY

    Tax Director – General Tax – Private Wealth Services Position Summary: The Tax Director in the General Tax Private Wealt ... talented professionals. Oversee the efforts of multiple client services teams on client engagements; plan, execute,...

    30+ days ago from Grant Thornton

  • Medical Social Worker/Health Advisor

    Pinnaclecare - New York, NY

    About us : PinnacleCare, the world’s premiere private health advisory, is currently looking for experienced Advocacy ... consult for care. Members turn to their PinnacleCare Advisor for unbiased support and assistance in any medical...

    11 days ago from PinnacleCare

  • Wealth Management Advisor - NYC

    Tiaa Cref - New York, NY

    As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages o ... Successful Advisors at TIAA-CREF understand their client's unique financial objectives through one-on-one...

    12 days ago from Tiaa Cref

  • Wealth Management Advisor

    Npd Global - New York, NY

    As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages o ... held. outside and developing additional business through client referrals. Build and solidify client relationships...

    30+ days ago from NPD Global

  • Client Development Associate (S&P Capital IQ)

    Mcgraw Hill Financial - New York, NY

    services integrated into client workflow • Deliver client training (on-site and via WebEx) on product functionality ... sound ability to analyze client information quickly, respond logically, and use data to influence client purchase...

    5 hours ago from McGraw Hill Financial