- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, New York (5042) ( 230000IS ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relations Administrator to join our dynamic team in Edgewood, NY! In this role, ... relates to Proxy Voting. You will act as a client advocate and interface between all departments. You will...it pertains to ProxyEdge. This role is part relationship management , part service delivery, part trouble-shooter, and part process… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the Broadridge team. Broadridge is hiring! We have several openings for Client Service Representatives for temporary contract positions during our busy season. In ... this role, you will be working together with our Client Facing team, checking the accuracy of all financial documents and entering data into a tracking database. the… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team on new cards, changes and uploads. Create and amend Smart Forms for Client Corporate Solutions, Proxy Agent Services and Management . + Provide guidance to ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... to be a positive voice and thoughtful leader in Wealth and Client reporting segment. + Nurture... reporting. + Tax Reporting experience + Financial Services Wealth Management background preferably + Proven ability… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Broadridge team. We are currently recruiting for high potential individuals to join our Management Training Program beginning in July 202 5 . This role is a ... full-time associate position within a one-year rotational program, designed as...business processes and gain valuable insight on our best management practices. Your rotations may include, but are not… more
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. Sr. Director, Category Management - Print Production will have responsibility for management of key ... strategic projects and all related Strategic Sourcing and Category Management activities for all Print Production and Logistics spend categories. Using a… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Broadridge Financial Solutions (Edgewood, NY)
- …model that supports our global reach. We're looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings ... transition plan, including detailed timelines, resource allocation, and risk management strategies. + Ensure seamless knowledge transfer and integration of… more
- Broadridge Financial Solutions (Edgewood, NY)
- …for Global Class Actions solutions. + Collaborate with Broadridge sales and account management teams to support the sales process. + Develop and deliver compelling ... Broadridge at industry conferences and events. + Travel to client and prospect sites as needed. Requirements: + A...minimum of 5 years experience in sales or relationship management within the financial services industry. + Prior experience… more
- Morgan Stanley (Melville, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Market Administrator* **Location:** *New ... Manager, Complex Business Service Officer, Senior Complex Risk Officer and Associate Complex Manager). Responsibilities include assisting Complex Management in… more
- Broadridge Financial Solutions (Edgewood, NY)
- …settlement date activities. + Perform general reconciliation activities. + Escalate client issues and complaints on operational matters to higher-level management ... , when necessary. + Research, resolve and reportall discrepancies. + Keep client apprised of transactional status. + Follow all procedures maintaining firms stated… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Class Actions, Bankruptcy, Proxy and physical securities processing + Provide exceptional client service to our outsourcing clients + Perform various reorg events ... to minimize operational risk + Create, maintain, and adhere to all client -related Detailed Function Lists and Service Level Agreements + Prioritize deliverables and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and Logistics who will lead key strategic sourcing projects and oversee category management activities for Print Production and Logistics spend categories . In this ... key business units to embed formal, fact-based Strategic Sourcing and Category Management processes . + Lead sourcing initiatives across all phases (pre- sourcing… more
- Broadridge Financial Solutions (Edgewood, NY)
- …embed and link media, data & videos, etc.). + Support the department management team with leading cross-org planning and special projects. + Assist and communicate ... of the Global Engineering Transformation efforts. + Support the Resource Management processes through data quality, process re-engineering and governance. + Champion… more
- Broadridge Financial Solutions (Edgewood, NY)
- …with multiple groups and subject matter experts across Business and Product Management teams + You'll work closely and seamlessly with multiple departments including ... Infrastructure, Software Engineering, Business, Quality Assurance, and Senior Management . + You will have outstanding communication, leadership, and management … more
- EverBank (Islandia, NY)
- …referral calls and provides information to prospective customers. + Works with advisors in wealth management as well as infinity and loan officers to process ... AML, and OFAC requirements. + Ability to serve as client advocate to resolve problems independently or escalate as...disclosed their own pay or the pay of another associate or applicant. However, associates who have access to… more