- 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
- JPMorgan Chase (White Plains, NY)
- …financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the market and serve as a liaison between ... will collaborate with key partners across the JP Morgan Wealth Management businesses and One Chase partnerships....Private Client Investment Associates + Support Private Client Investment Associate performance and development through… 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 (Greenwich, CT)
- …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 (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
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … 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
- HUB International (Huntington, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 ... team within an insurance agency. This role involves assisting in the management of client accounts, ensuring high-quality service, and handling administrative… 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