- Lithia & Driveway (Wappingers Falls, NY)
- …to perform, exceed and excel then we want you to come work with us as an Internal Service Advisor . J oin a team focused on earning customers for life! We are ... largest auto retailers in the United States. Responsibilities As an Internal Service Advisor you will be responsible for effective time management and… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the...once + Ability to build relationships with clients and internal partners, and product wholesalers + Experience with the… more
- IQVIA (Oxford, CT)
- **(Senior) Scientific Advisor , Medical Communications** _This is a remote position and candidates must be US-based. Travel required 10-15%._ The (Senior) Scientific ... Advisor is responsible for optimizing the customer relationship, developing,...creation and adherence, and budget monitoring. + Collaborate with internal project team members to ensure client expectations are… more
- Nuvance Health (Danbury, CT)
- …* Manages processes, policies, workflows and overall management of the physician advisor role within the organization. * Works to lead standardization of policy, ... procedure and approach to physician advisor roles in utilization management, , documentation and denials/downgrades. * Serves as physician expert and provides… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- M&T Bank (Fairfield, CT)
- …Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. ... that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external… more
- Bank of America (Greenwich, CT)
- Private Client Advisor II Greenwich, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Greenwich/Private-Client- Advisor -II\_25043562-1) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (Danbury, CT)
- **Job Profile** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...and dotted-line reporting relationships + Builds role as the internal and external mortgage expert; builds and maintains good… more
- Boehringer Ingelheim (Ridgefield, CT)
- **Description** The Global Medical Advisor (GMA) is medically responsible for the product-related Medical Affairs strategy, its implementation in Global Brand Plans ... in Medicine. The GMA is the medical ambassador for the brand to internal and external stakeholders.As an employee of Boehringer Ingelheim, you will actively… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external… more
- Bank of America (Southbury, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/Financial-Solutions- Advisor Southern-CT-Market\_25033157) **Job Description:** At Bank of America, we… more
- Bank of America (Katonah, NY)
- Financial Solutions Advisor - Albany/Hudson Valley Market Katonah, New York;Newburgh, New York; Latham, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Katonah/Financial-Solutions- Advisor Albany-Hudson-Valley-Market\_25048779-2) **Job Description:** At Bank of America, we… more
- TD Bank (Ossining, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models… more
- GE Aerospace (Norwalk, CT)
- …tax authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more
- Edward Jones (Oxford, CT)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as providing service ... telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (Stamford, CT)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- M&T Bank (Bridgeport, CT)
- …paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to keep sales force ... specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from clients. + Understand… more
- Nuvance Health (Danbury, CT)
- …obstacles and deny claims and escalating any egregious payer behaviors to internal leadership for assistance in resolution *Responsibilities:* * Review all inpatient ... case still does not meet, send to the Physician Advisor (PA) for a second level review. * Forward...require secondary physician review to appropriate resource (eg, Physician Advisor ). * Resolve any discrepancy at the time of… more