- Bank of America (Greenwich, CT)
- Seasonal Wealth Management Client Associate Greenwich, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... seasonal need increases, while leading with a client first mindset **Skills:** + Account Management … more
- Bank of America (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... seasonal need increases, while leading with a client first mindset **Skills:** + Account Management … more
- BlackRock (New York, NY)
- … facing role + Fluent professional English verbal and written skills + Proven client management skills and service philosophy + Proven people manager skills and ... ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations** , core… more
- Broadridge Financial Solutions (Edgewood, NY)
- …while adhering to strict SLAs (service level agreements) U tilize great time management skills to handle extremely high seasonal volumes Manage system ... helping others along the way, come join the Broadridge team. The Senior Client Services Representative is responsible for managing client interactions with a… more
- Broadridge Financial Solutions (Edgewood, NY)
- …standards while adhering to strict deadlines + Candidate must utilize great time management skills to handle extremely high seasonal volumes. Qualifications: + ... services. The ideal candidate will be working on our Client Facing team managing internal and external clients as...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Banco Popular Puerto Rico (New York, NY)
- …clients, community involvement, etc. + Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts ... by listening and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/services that are most appropriate… more