- 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
- Broadridge Financial Solutions (Albany, NY)
- …be successful, you will have an in-depth knowledge of event coordination and management , corporate proxy rules, and client communication. You will guide clients ... and verifying of future development enhancements Work directly with internal Product Management team, Sales organization and Client Experience staff Communicate… more
- Broadridge Financial Solutions (Albany, NY)
- …way, come join the Broadridge team. Broadridge is hiring! We are seeking an Associate Account Executive to join our dynamic team! At Broadridge you will work with ... the largest wealth organizations in the US and abroad introducing and...their firms.You will partner with a sales team, account management , and others engaging with clients to develop awareness,… 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
- M&T Bank (Schenectady, NY)
- …operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and ... or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations. + Increase assets… 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)
- …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
- 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)
- …of our Marketing Automation Platform (MAP), helping define the end-to-end campaign management workflow, while working directly with our offshore Ops teams to ensure ... of HTML to make edits within email code + 4+ years Marketing project management tools like Wrike, Workfront, etc. + Strong communication skills and the ability to… more