- 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, Woodbury (6004) ( 24000053 ) **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
- 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
- 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
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… 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
- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Westbury, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… 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
- 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
- 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