- Bank of America (Portsmouth, NH)
- Wealth Management Client Associate Portsmouth, New Hampshire **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 (Manchester, NH)
- …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 (Portsmouth, NH)
- Wealth Management Associate - ME, Portsmouth (2375) ( 220000GQ ) **Primary Location** : UNITED STATES-NH-PORTSMOUTH **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, market development,… more
- TD Bank (Portsmouth, NH)
- …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
- Broadridge Financial Solutions (Andover, MA)
- …others along the way, come join the Broadridge team. The Senior Manager, Client Services is responsible for exceeding client expectations with a demonstrated ... the proven ability to develop talent within their organization. The Senior Manager, Client Services will engage with internal and external parties to address all … more
- Broadridge Financial Solutions (Concord, NH)
- …acceptance criteria. You will be key within the Agile Development Squads to translate client requirements into solutions which meet client demand. + You will be ... your manager on the level of satisfaction of the client . During visits, you will take the opportunity to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Concord, NH)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more