3 client relationship manager jobs at 3 companies in Ilion, NY

3mo
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Client Relationship Analyst
Utica, New York, United States
$16-$41/hr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
3mo
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Account Manager - State Farm Agent Team Member
New Hartford, New York, United States
$40k-$65k/yr OnsiteFull Time
Mark Kotary State Farm
Mark Kotary State Farm: Local insurance agency providing auto, home, and life insurance.
Sales experience preferred; client relationship management; strong communication; customer service; licenses for Property & Casualty and/or Life/Health needed or obtainable.
2w
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Financial Advisor
New Hartford, New York, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment 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.
Financial planning software