- Bank of America (Hartford, CT)
- Registered Wealth Management Client Associate Hartford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Deloitte (Hartford, CT)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Broadridge Financial Solutions (South Windsor, CT)
- …Lead. + You will effectively communicate with various departments and/or Client Services Representatives regarding print related scheduled jobs, statements, and ... + Ensuring that all equipment problems are reported to management and the appropriate vendor on a timely basis....situations where incoming volumes need to be outsourced or client job completion time expectations need to be reset.… more
- Cherry Bekaert (Hartford, CT)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Broadridge Financial Solutions (Hartford, CT)
- …along the way, come join the Broadridge team. Broadridge is hiring! Were seeking a Client Service Account Manager. Join our dynamic team and become a key player in ... person for designated clients + Maintain current and accurate client contacts in BRAC client contact repository...and Developers + Raise issues in timely manner to management + Improve internal process activities when necessary +… more
- Cherry Bekaert (Hartford, CT)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We...future, you belong with us. **As an R&D Senior Associate , you will:** + Provide tax consulting services as… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... while advancing your career to focus on providing the most excellent client experience. Requirements . Minimum 3-5 years of experience in financial advising… more
- Broadridge Financial Solutions (Hartford, CT)
- …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
- WTW (Hartford, CT)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- Broadridge Financial Solutions (South Windsor, CT)
- …recommend corrective actions to minimize variances. + Assist other inventory analysts and management in working with parts vendors to ensure invoices are received on ... consolidate materials as required to maintain effective and organized inventory management /usage systems/processes. + Assist inventory analyst and management in… more
- Broadridge Financial Solutions (South Windsor, CT)
- …compliance communications. In this role you will help ensure we meet all client service level agreements with the most cost-efficient manner. You will assist with ... communication skills and adeptness with communicating effectively with staff and management at multiple levels. + Proven organizational skills including expertise… more
- Broadridge Financial Solutions (South Windsor, CT)
- …production equipment and support the installation of new equipment as required by management . + Effectively track parts usage and provide input to management ... 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 (South Windsor, CT)
- …training needs assessments and develop training plans. + Certification Management : Oversee certification and re-certification processes, ensuring all associates meet ... Computer Skills: Microsoft Word, Excel, and Outlook experience is preferred. + Self- Management : Takes initiative to manage own workload effectively with a moderate… more
- Broadridge Financial Solutions (Hartford, CT)
- …+ BA or MBA preferred + 6-7 years of experience in the asset management industry. + Prior product management experience preferred. Salary range $150,000.00- ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more