- 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
- Morgan Stanley (Purchase, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Purchase, NY)
- …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 (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
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... * *About the Team:* * * The Financial Advisor Associate (FAA) Talent Management group drives the...development of new Financial Advisor Associates for Morgan Stanley Wealth Management . The FAA Training Program encompasses… 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
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *WM Global Investment Office -Investing with… more
- Morgan Stanley (Purchase, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Alternative Investments Advisor Relations Associate * ... to ensure a unified approach to relationship management and client service. TheAlternative Investments Advisor Relations Associate //will become a product… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Together, we share a ... Investment Solutions Marketing Team provides product marketing leadership for Morgan Stanley Wealth Management across a variety of financial solutions and… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Together, we share a ... Marketing Team provides product marketing leadership for Morgan Stanley Wealth Management across a variety of financial...an industry leader in Alternative Investments, with $200Bn in client assets, and our unique Private Markets business is… 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)
- …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
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... including the SEC, FCA, ESMA and CFTC. The Regulatory Reporting team seeks an analyst/ associate with a keen interest in finance and markets to join our team. The… more
- Morgan Stanley (Purchase, NY)
- …Stock Plan Directors, Financial Advisors, Technology, Legal Department & Compliance and Strategic Client Management (the liaison between wealth management ... Stock Plan Directors, Financial Advisors, Technology, Legal Department & Compliance and Strategic Client Management (the liaison between wealth management… 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
- 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