4 client advisor jobs at 4 companies in Herkimer, NY
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2mo
Personal Insurance Client Advisor
Syracuse or New Hartford or Oneida
$23-$34/hrOnsiteFull Time
OneGroup NY, Inc.New York Stock Exchange (NYSE): CBU: Your trusted neighborhood banking and financial services provider.
High school diploma (college preferred); Property & Casualty agent/broker license; customer service and 1–3 years insurance experience preferred; proficiency with Word and Excel; strong policy knowledge and organizational skills.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
Provide client service and administrative support to Financial Advisors; execute transactions, manage calendars and travel, prepare materials, use digital tools; high school diploma required, college preferred; willingness to obtain Series licenses; strong MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and US work authorization without sponsorship.
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
Passion for beauty, client-facing retail experience, strong verbal/written communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs., complete company training.