- KeyBank (Erie, PA)
- …1468 West Gore Road - Erie, Pennsylvania 16509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- World Insurance Associates, LLC. (Cambridge Springs, PA)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Amherst, NY)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Amherst, NY)
- …contact for new and existing clients. ESSENTIAL JOB FUNCTIONS: Provide support to Private Client Advisors with various customer service duties and assist in ... and Required Minimum Distribution calculations. + Follow up on client service activities and Private Client...and their needs. - Demonstrated ability to develop trusted advisor relationships. - Strong customer service and analytical skills.… more