- Bank of America (Stamford, CT)
- Wealth Management Client Associate Stamford, 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 (Greenwich, 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
- 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
- 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
- Tompkins Community Bank (Mount Kisco, NY)
- …other duties as assigned. Qualifications + Bachelor's degree in Economics, Finance, Business Management or other related field, or an Associate 's Degree plus two ... (2) years of work experience. + Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio… more
- Morgan Stanley (Greenwich, CT)
- …EOE committed to diversifying its workforce. M/F/D/V. **Job:** ** Wealth Management * **Title:** *Branch Administrator* **Location:** *Connecticut-Greenwich* ... Administrator coverage * Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business… more