- 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
- Wells Fargo (Woodbury, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … 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
- Broadridge Financial Solutions (Edgewood, NY)
- …the way, come join the Broadridge team. Broadridge is hiring! The role of the Client Relations Administrator is to provide superior client levels of service to ... our clients while acting as Broadridge's face to the client . The Client Relations Administrator is the first point of contact for their clients and is expected… more
- KPMG (Stamford, CT)
- **Business Title:** Sr. Associate , Oracle EPM **Requisition Number:** 119778 - 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
- 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
- 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)
- …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)
- …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)
- …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)
- …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)
- …along the way, come join the Broadridge team. Broadridge is hiring! The Client Project Administrator manages all aspects of a Registered Issuer clients project, by ... and identifies solutions. + Supports and contributes to Broadridges client centric culture taking responsibility for client ...on assigned project and special tasks as assigned by management within a set timeframe. Qualifications: + 2+ years… more