- Bank of America (Clifton Park, NY)
- Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Foresters Financial Services (Albany, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Albany, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Broadridge Financial Solutions (Albany, NY)
- …a high energy, driven salesperson whose ability to develop and engage key client relationships will contribute directly to our growth objectives. The primary mandate ... Custody solutions, including CIT solutions, to clients in the retirement and wealth industry. + Establish, build, and maintain relationships with Asset Managers,… more
- Broadridge Financial Solutions (Albany, NY)
- …Annual Meeting process for our Proxy Shareholder Voting season. Do you have strong project management and client relations skills? If so, we'd love to hear from ... the flexibility to work remotely. Responsibilities: + Works with ShareLink/Streetlink client base to efficiently plan proxy and interim distributions for registered… more
- Broadridge Financial Solutions (Albany, NY)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Albany, NY)
- …standard operating procedures, which should be to support accurate execution + The management , improvement, and balance of team skills on the shift to support ... with the Production Coordinators to definite and support the client estimated times of delivery and reports to the...shift error rate. + Follow up/troubleshoot problems, confer with management on out-of-scope items. + Main point of contact… more
- Broadridge Financial Solutions (Albany, NY)
- …needs and goals to achieve and meet all regulatory requirements of the client . Schedules and oversees proxy design projects from pre-sale to production. This is ... design development based on those requirements + Collaborate with Project Management , Customer Service and Composition on functional creative solutions for Proxy… more
- Equitable (Albany, NY)
- …STATES-PA-Erie **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in ... to empower you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques, market development, role… more
- Broadridge Financial Solutions (Albany, NY)
- …used for team learning and collaboration meetings. Responsibilities: + Sales pipeline management + Generate and qualify new leads through phone, email and social ... skills Office 365 + Experience with digital tools + Process management experience including CRM #LI-PS1 Salary range $50,000.00- $55,000.00 + Commission.… more
- Broadridge Financial Solutions (Albany, NY)
- …self-motivated and the ability to work well independently and remotely + Strong time- management skills, with ability to prioritize multiple projects at a time + ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more