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1,014 Results for

Customer Advisor Jobs in Queens, NY

The pay range for this position is $58,400-$87,600.

2 days ago

Uniondale, NY

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

11 days ago

Melville, NY

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

7 days ago

Union, New Jersey
  • $22–$30 / hour

Company Name: A. J. Perri Plumbing, Heating, Cooling Overview:

HD Stripe. Perri Plumbing, Heating, and Cooling is the nation’s largest provider of residential HVAC, plumbing, and electrical services, with more than 7,000 professionals and over 45 years of experience helping homeowners improve comfort, efficiency, and reliability in their homes.

10 days ago

Union, NJ
  • $22–$30 / hour

Perri Plumbing, Heating, and Cooling is the nation's largest provider of residential HVAC, plumbing, and electrical services, with more than 7,000 professionals and over 45 years of experience helping homeowners improve comfort, efficiency, and reliability in their homes.

Pay: $20 per hour + commissionEarning potential: $22 - $30/hour on average with commissionSchedule: weekdays and weekend availability Location: Stores will be assigned based on commutable distance.

9 days ago

NY
  • $145,000–$155,000 / year

This is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams.

  • Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.

    • 30+ days ago

    NY
    Remote
    • $68,000–$73,000 / year

    p>The Faculty Advisor will also be responsible for equipping faculty at pre-identified accounts with the necessary skills and information they will need to maximize the impact of the Pearson digital product in their course each term, which includes facilitating face-to-face and virtual trainings or workshops and/or creating implementation-specific product tutorials or videos to support proper rollout and usage.

    The Faculty Advisor will have expert-level knowledge of Pearson digital implementation models within courses related to their own teaching/research field and be able to extrapolate those skills into the rest of the Nursing and Health Professions curriculums and tools.

    8 days ago
    New

    Pompton Plains, NJ
    • $15.92–$21.60 / hour

    In addition to performing all Customer Service Advisor responsibilities at an advanced level, the CSL assumes key holder responsibilities, including opening and closing the store based on scheduled hours and acting as the primary on-site leader when management is not present.

    • Perform all Customer Service Advisor duties at an advanced level, serving as a role model in delivering exceptional customer experiences, building trust, and resolving complex or escalated customer concerns.

    Today

    Middletown, New Jersey

    At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers.

  • Previous experience in the automotive industry preferred, or three years relevant experience in a fast paced environment with a proven Sales and Customer Satisfaction record.

    • 7 days ago

    NY
    • $68,000–$73,000 / year

    The Faculty Advisor will also be responsible for equipping faculty at pre-identified accounts with the necessary skills and information they will need to maximize the impact of the Pearson digital product in their course each term, which includes facilitating face-to-face and virtual trainings or workshops and/or creating implementation-specific product tutorials or videos to support proper rollout and usage. The Faculty Advisor will have expert-level knowledge of Pearson digital implementation models within courses related to their own teaching-research field and be able to extrapolate those skills into a variety of fields within Business and further apply their mastery to related disciplines that utilize the same core learning tools.

    30+ days ago

    NY
    • $136,000–$187,000 / year

    You will be deployed into Databricks' most critical accounts and opportunities where executive alignment is fragile, deal velocity has stalled, or the path forward requires sharper thinking and stronger leadership. More than 10,000 organizations worldwide - including Comcast, Condé Nast, Grammarly, and over 50% of the Fortune 500 - rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics and AI.

    30+ days ago

    NY
    • $29.20–$34.40 / hour

    p>If you are a results-oriented and innovative individual with a demonstrated understanding of customers' individual needs and a natural skill and drive for consultative selling who loves helping people and wants to make a significant impact on a high-profile program, we want to hear from you.

    Overview:

    We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States.

    13 days ago
    The Goodyear Tire & Rubber Co logo

    Englewood, NJ
    • $15.92–$25 / hour

    veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.

    13 days ago
    The Goodyear Tire & Rubber Co logo

    Jericho, NY
    • $17–$20 / hour

    Your Goodyear application dashboard shows status updates and your recruiter"s contact detail for assistance.#veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.

    30+ days ago
    The Goodyear Tire & Rubber Co logo

    NY
    • $17–$20 / hour

    veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.

    23 days ago
    The Goodyear Tire & Rubber Co logo

    Commack, NY
    • $17–$20 / hour

    veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.

    24 days ago

    Glendale, NY
    Remote
    • $25,000–$65,000

    In this role, you'll be able to design and book a wide range of travel experiences — including cruises, all-inclusive resorts, group and corporate travel, theme park adventures, sporting events, Disney vacations, and more.

    With access to industry-leading booking tools, exclusive pricing, and innovative lead-generation support, you’ll have everything you need to grow your client base and thrive in the travel industry.

    30+ days ago
    The Goodyear Tire & Rubber Co logo

    Levittown, NY
    • $17–$20 / hour

    veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.

    30+ days ago
    New

    Hazlet, NJ
    • $15.92–$19.80 / hour

    li>Conduct and participate in routine express automotive services, including tire mounting, balancing, rotations, and repair; oil changes, fluid top-offs, lubrications, filter and bulb replacement; battery installation, starting and charging system testing; cosmetic car services, and thorough vehicle inspection.

  • Responsible for the organization and productivity of the service business through work order and register transactions, thorough vehicle inspections, and service and replacement part knowledge.

    • Today
    AAA-Mid-Atlantic, Inc. logo

    NJ
    • $24.70–$32.05 / hour

    p>As an Advisor 1, Car Care Customer Service & Sales for AAA, you'll be the driving force behind our customers' exceptional experience, seamlessly coordinating their vehicle service needs with our skilled technicians in-shop. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers.

    30+ days ago

    New York, New York
    Remote
    • $35,000–$65,000 / year

    div>

    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
    $35,000 - $65,000 a year

    What We Offer.

    7 days ago

    NY
    • $130,000–$152,000 / year

    We have reimagined the database with our fast, flexible and affordable cloud database platform Capella, allowing organizations to quickly build applications that deliver premium experiences to their customers- all with best-in-class price performance. Your mission is to de-risk mission-critical applications by building deep familiarity with a customer's specific environment-their data systems, topology, and engineering teams-to ensure long-term stability and success on the Couchbase platform.

    30+ days ago

    Mahwah, NJ

    You have excellent verbal and written communication skills You are an agile learner and comfortable with technology, learning new tools, and able to work with a variety of content areas/teams. Associate degree or higher Previous experience in call center environment, automotive, luxury retail, or sales is highly desirable Fluency in English required, Bilingual is a plus!

    30+ days ago

    New York, NY
    Remote
    • $29.50–$41 / hour

    Circle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.

    What you'll be responsible for:

    You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.

    30+ days ago

    Westport, CT
    • $16–$20.50 / hour

    Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.

    30+ days ago
    New

    Brooklyn, NY
    • $16–$21 / hour

    Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.

    6 days ago

    Westport, CT
    • $16–$20.50 / hour
    • Part time

    Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.

    30+ days ago

    Norwalk, Connecticut

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    Benefits, and Perks
    - Commissions are paid every pay period
    - Medical, Dental, and Vision Insurance
    - Flexible scheduling
    - Paid Time Off (PTO)
    - Career Growth based on Performance and not Seniority – 75% of employees were promoted within Summit Wash Holdings
    - Referral Bonus up to $800.00 per qualified hire, dependent on position
    - Free Car Wash Membership
    .
    Summit Wash Holdings brands consist of Waters Car Wash, Russell Speeders Car Wash, Speeders Car Wash, and Fred's Car Wash.
    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

    30+ days ago

    Brooklyn, NY
    • $28.85–$33.65 / hour

    I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    NY
    • $28.85–$33.65 / hour

    Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).

    30+ days ago

    New York, NY
    • $28.85–$33.65 / hour

    I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Melville, NY
    • $80,000–$150,000

    The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

    25 days ago

    River Edge, NJ

    Sweetspot Brands, a leading multi-state cannabis operation with licenses across five states on the East Coast, is dedicated to providing worry-free cannabis experiences. Sweetspot is seeking knowledgeable and customer-focused part time cannabis advisor to join our beautiful new dispensary located in River Edge, NJ.

    30+ days ago

    Blauvelt, NY
    • $65,000–$175,000 / year

    ABOUT US: Founded in 1979, Lia Group Companies consist of Lia Auto Group, Vent Fitness, BurgerFi and various commercial properties including Hamilton Square shopping center in Guilderland. COMMUNITY: We are heavily involved in supporting the communities we live in and work in and look for people to join us in volunteerism and fundraising efforts for many local charities and non-profit organizations.

    30+ days ago

    Melville, NY

    Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)''s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.

    23 days ago
    Allstate Insurance Company logo

    NY
    Remote
    • $55,000–$100,000 / year

    p>As a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs.

    Essential Duties as a full-time Medicare Benefit Advisor:

    • Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.

    30+ days ago

    NY
    • $114,750–$153,000 / year

    Provide operational expertise during and after Implementation and Enablement activities Lead and deliver new release overviews, knowledge transfer and risk assessments in providing operational input and support to the implementation of new releases Develop and maintain relationships with internal Subject Matter Experts Attend Key Operational Meetings in support of Medidata Clinical Cloud Products Work closely with the relevant Sales team members to support further adoption of product across the platform Where appropriate develop operational specific materials to support the use of Medidata Clinical Cloud Products Listen, understand and translate client clinical trial operational planning and execution business questions into creative solutions and services for successful outcomes Lead initiatives to implement innovative processes, methodologies, data and technologies that ensures continuous improvement and innovation of valued services & insights Support client value stories for internal and external messaging Develop external materials and key messaging to translate and summarize technical information to senior business audience Determine methods and procedures on new assignments and coordinate activities of other personnel (as needed) Be a change management champion for your clients, which is achieved by challenging outdated and inefficient processes in order to maximize the product's value to the customer The Professional Services Operational Advisor (Intelligent Trials) is responsible for maintaining a high-level of expertise for Intelligent Trials Products, including but not limited to the following activities: Maintain individual Product and Industry expertise by attending regular Product Training and external industry training, e.g. conferences Represent Professional Services team in Product Adoption and Optimization (PAO) workstreams and initiatives; sharing knowledge back to the full Professional Services team Support training of wider teams to enhance Product and Industry knowledge across team Collate and maintain list, on behalf of broader OA team, of defect and enhancements impacting clients that require addressing by Medidata Product teams Provide operational insight to defect and enhancement requests Provide operational input to Medidata's implementation process, best practices and collateral roadmaps ensuring that Professional Services team is represented Attend specific Product Forums related to Medidata Clinical Cloud Products Ensure Medidata's Quality System Documents (QSDs) and other process documents are up to date as products and processes evolve Collaborate with Medidata Global Education Team on the development of training plans and collateral material Collaborate with various cross functional groups to provide best practices support for defects and enhancements within Medidata The Professional Services Operational Advisor (Intelligent Trials) will collaborate with the following teams: Technology team Product and technology teams Product Adoption and Optimization (PAO) Medidata Global Education Team Professional Services teams Operational Excellence Sales Customer Support Customer Success Qualifications: The successful candidate will have: Bachelor's degree or equivalent experience within a life sciences or analytical discipline.

    30+ days ago

    Millburn, New Jersey

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    In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

    Competencies.

    15 days ago

    Westport, CT
    • $65,000–$80,000 / year

    Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

    Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    NY
    • $65,000–$80,000 / year

    Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

    Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Wantagh, NY
    • $28.85–$33.65 / hour

    p>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

    30+ days ago

    Huntington, NY
    • $70,000–$80,000 / year

    Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

    Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    NY
    • $65,000–$80,000 / year

    Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

    30+ days ago

    Brooklyn, NY
    • $70,000–$80,000 / year

    On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Jersey City, NJ
    • $65,000–$80,000 / year

    On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Freeport, NY
    • $28.85–$33.65 / hour

    Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

    30+ days ago

    Flushing, NY
    • $70,000–$80,000 / year

    Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

    Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

    30+ days ago

    Red Bank, NJ
    • $70,000–$80,000 / year

    p>• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

    • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.

    30+ days ago

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