- 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
- Morgan Stanley (Mystic, CT)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Morgan Stanley (Hartford, CT)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- Morgan Stanley (Hartford, CT)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **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
- TD Bank (Hartford, CT)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** of client contact accountable to serve the unique and ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will...client . The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The… more
- JPMorgan Chase (Riverside, CT)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Riverside, CT)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... delivering high-quality support and innovative financial solutions. As a Client Associate within JP Morgan Advisors, you...Advisors and their clients, ensuring a seamless and personalized wealth management experience. You will be part… more
- KPMG (Stamford, CT)
- …and deliverable creation, as well as socialization/signoff with engagement leads and client management + Design and implement non-financial risk management ... issues as well as recommendations to engagement leads and client management ; conduct in-depth risk assessments to...financial services industry including capital markets, sales and trading, wealth management , and/or asset management … more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , International Tax Asset Management **Requisition Number:** 119464 - 20 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Senior Associate , International Tax Asset Management to join...asset managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund sponsors +… more
- KPMG (Stamford, CT)
- … management internally and with clients. Significant experience in project management , client management , and executive communication (eg, interviews, ... **Business Title:** Senior Associate , Data Governance **Requisition Number:** 119624 - 20...governance journey and implications, ensuring robust and effective data management solutions. + Gather and analyze client … more
- KPMG (Hartford, CT)
- **Business Title:** Sr. Associate , Oracle EPM **Requisition Number:** 119778 - 19 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Hartford ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Liberty Bank (Middletown, CT)
- …and successful team of financial professionals serving the investing, financial planning, wealth management and insurance needs of our clients and prospects. ... Registered Service Associate 315 Main St, Middletown, CT 06457, USA...personalized training and support, a team-based atmosphere, and a client -first mission. This position reports to the Business Development… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 119621 - 20 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , Financial Crimes Analytics **Requisition Number:** 119351 - 20 **Function:** Advisory **Area of Interest:** **State:** CT ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , Workday - Grants **Requisition Number:** 119939 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , Workday HCM **Requisition Number:** 119949 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Stamford ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Advisor Success Associate (Inside Sales) REPORTS TO: Team Leader, Advisor...productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY: The… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... while advancing your career to focus on providing the most excellent client experience. Requirements . Minimum 3-5 years of experience in financial advising… more