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Client associate Jobs in Buffalo, NY

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Client associate • buffalo ny

Last updated: 11 hours ago

VP Private Client Group - Buffalo

CNI Consulting Inc.Buffalo, NY, us
$100,000.00 yearly$100,000.00 yearly
Full-timeFull-time

Regional Vice President of Sales.Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financia... Show more

Associate Engineer

ETSBuffalo, NY, USA
$65,000.00–$75,000.00 yearly$65,000.00–$75,000.00 yearly
Full-timeFull-time
Quick Apply

Build iconic structures that shape skylines.At Enclos Tensile Structures, we design, engineer, fabricate, and install custom tensile structures that define skylines and transform public spaces - fr... Show more

Client Services Project Manager

MillerKnollBuffalo,NY
$70,000.00–$75,000.00 yearly$70,000.00–$75,000.00 yearly
Full-timeFull-time

Knoll uses modern design to connect people to their work, their lives, their world.Since 1938, we have been recognized internationally for creating workplace and residential furnishings that inspir... Show more

Sr. Client Services Manager

Free Market HealthBuffalo, New York, United States, 14201
Full-timeFull-time
Quick Apply

Every day, someone receives a life-changing diagnosis.Getting the right medication should be straightforward - but too often it isn’t.Specialty medications move through a complex network of provide... Show more

Client Program Manager

Terra Consulting GroupBuffalo, NY, United States
$142,900.00–$195,300.00 yearly$142,900.00–$195,300.00 yearly
Full-timeFull-time

Colliers Engineering & Design is currently seeking a detail-oriented Client Program Manager to join our infrastructure team in New York state! This role will work in-office or hybrid.Candidates mus... Show more

Client Implementation Specialist

Alcott HRBuffalo, NY, USA
$70,000.00–$80,000.00 yearly$70,000.00–$80,000.00 yearly
Full-timeFull-time
Quick Apply

The Client Implementation Specialist plays a key role in creating a seamless experience for new clients as they transition into their partnership with Alcott HR.This position manages the implementa... Show more

Store Associate

Oak St. HealthBuffalo, NY, United States
$16.00–$23.00 hourly$16.00–$23.00 hourly
Full-time +1Full-time +1

CVS Health Retail Store Associate.We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience.At CVS Health, you'll be surroun... Show more

 • New!

Client Services Associate

TradeJobsWorkforce14202 Buffalo, NY, US
Full-timeFull-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Service Manager / NY

Highmark HealthBuffalo, NY, United States
$25.00 hourly$25.00 hourly
Full-timeFull-time

Partner with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained.Assist in the preparation of proposals, meeting materials ... Show more

Store Associate

Delta Sonic Car WashBuffalo, NY, United States
$20.00 hourly$20.00 hourly
TemporaryTemporary

With flexible schedules, team member discounts, scholarship opportunities, and fun recognition programs, Delta Sonic offers a variety of career paths for you to grow with us.Recognized nationally a... Show more

Sales Associate

Petco330 Orchard Park Road, West Seneca, NY 14224 United States
$12.00–$19.50 hourly$12.00–$19.50 hourly
Full-timeFull-time

Want to help pets live their best lives?.We’re proud to be where the pets go and where the pet people go.If you want to make a real difference, create an exciting career path, feel welcome to be yo... Show more

Client Partnership Liaison

ClearspeedBuffalo, NY, United States
Full-timeFull-time

You will help maximize Clearspeed's potential by supporting our operations team in the training, execution, and delivery of selected programs with new and existing clients within the government def... Show more

Private Client Banker - Delaware Hertel

KeyCorpBuffalo, NY, United States
$25.00–$38.46 hourly$25.00–$38.46 hourly
Full-timeFull-time

Location: 2318 Delaware Avenue - Buffalo, New York 14212.Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.The Private Client Ban... Show more

Client Support Associate

Jackson Hewitt - ACCTonawanda, NY, US
$16.00 hourly$16.00 hourly
Full-time +1Full-time +1

We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more

Client Success Manager

TradeJobsWorkForce14269 Buffalo, NY, US
Full-timeFull-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio... Show more

 • Promoted

Client Support Coordinator

Sheridan HRBuffalo, NY, USA
$18.00–$20.00 hourly$18.00–$20.00 hourly
Full-timeFull-time
Quick Apply

Our client, Life Safety Engineered Systems, is a proud, family-owned business headquartered in Buffalo, NY, serving clients nationwide for over 25 years.They specialize in delivering dependable, hi... Show more

Client Concierge Health and Wellness

Lindora Buffalo- Med SpaBuffalo, NY, US
$17.00–$22.00 hourly$17.00–$22.00 hourly
Part-timePart-time
Quick Apply

Join Lindora Buffalo in Amherst, NY Think Hospitality studio for Metabolic Health, Weight loss & Wellness Clients.You can change someone's life for the better every day.Are you passionate about he... Show more

Client Care Manager- Licensed Customs Broker

GHY InternationalBuffalo, NY, United States
Full-timeFull-time

At GHY, we don't just move goods across borders we move possibilities forward.As a "Best-Managed" Employer, we're proud to be a family-led organization where people genuinely care about their work... Show more

Sales Associate

EssilorLuxottica GroupBuffalo, NY, US
Part-timePart-time

Benefits/Incentive Information.At Oakley, we believe everyone in the world can and will become better.We’re cultivating a safe and inclusive environment where all voices can evoke meaningful and pu... Show more

Sales Associate

JcrewBuffalo, NY, United States
Full-timeFull-time

We think shopping should be fun.As in scoring our exclusive collection of colorful, classic styles at prices that can't be beat.A fan of lots of options in amazing fits? You've got it.Looking for s... Show more

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VP Private Client Group - Buffalo

VP Private Client Group - Buffalo

CNI Consulting Inc.Buffalo, NY, us
14 days ago
Salary
$100,000.00 yearly
Job type
  • Full-time
Job description

Job Description

Regional Vice President of Sales

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements—you will be provided qualified lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first.

ABOUT THE ROLE

  • Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed
  • Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest
  • Meet with prospects to evaluate their personal situation and provide solutions, as well as educate prospective clients on the firm’s services
  • Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios
  • Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process

Requirements

  • 5 to 7 years or more of selling to stock market investors within the financial industry
  • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents
  • Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets
  • Record of six-figure earnings in each of the past 3 years (pay for production compensation model)

Benefits

  • Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more
  • 100% paid medical, dental, and vision premiums for you and qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER



Requirements
Investments and relationship management