8 client success manager jobs at 5 companies in Manlius, NY
4d
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Lead Client Manager, Public Sector
Albany or Cleveland or New York City or Buffalo or Brooklyn or Syracuse or Rochester
$71k-$125k/yr HybridFull Time
3+ YOEBachelor’s degree or equivalent experience, 3+ years of banking or cash management experience, customer service and client presentation success, and strong analytical, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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J.P. Morgan Wealth Management – Private Client Advisor – Oswego, NY
Oswego, New York, United States
$64k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses.
digital technology
2mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yr HybridFull Time
Bachelor's degree or equivalent experience; motivated to obtain Series 7, Series 66 and life insurance licenses (company-funded); experience building and managing customer relationships; strong communication and analytical skills.
3w
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Financial Advisor
East Syracuse, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1w
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Senior Account Director
Cincinnati or Syracuse or New York City or Detroit
$100k-$110k/yr HybridFull Time
7+ YOEBachelor’s degree in marketing, communications, business, or related field; 7–10+ years in marketing, brand, design consultancy, or CPG; proven success managing and growing client relationships.
3w
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Financial Advisor
New Hartford, New York, United States
$61k-$250k/yr OnsiteFull Time
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
3w
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Financial Advisor
East Syracuse, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
3w
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Financial Advisor
Oswego, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and U.S. work authorization without sponsorship.
proprietary planning software