- TD Bank (Hartford, CT)
- …to increase banking and lending product sales + Uses expense budget appropriately to support Client and business activities + Records Client correspondence, ... **Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager...work with more complex clients + Partners with Private Client Relationship Managers in support of securing… more
- The Cigna Group (Bloomfield, CT)
- …product adoption and sales support in collaboration with account teams to support our clients. This client -facing position will take a lead role in sales ... **POSITION SUMMARY** The Medicaid/Marketplace Client Strategy Senior Advisor serves as...Championing and Advocating Strategic Initiatives + Relationship Management + Client Support + Executive Presence + Ability… more
- Bank of America (Hartford, CT)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor ...Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management +… more
- Bank of America (Hartford, CT)
- …and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... Merrill Financial Solutions Advisor (Partially Licensed) - Northern Connecticut Market Hartford,...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Stamford, CT)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor ...Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management +… more
- Raymond James Financial, Inc. (Westport, CT)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- The Cigna Group (Bloomfield, CT)
- **Job Summary** The Risk and Underwriting Advisor , Retail Network will partner with other Supply Chain teams and cross-functional stakeholders to strategize and ... deliver client -specific retail network modeling optimization for new business, market...teams include: Retail Network Underwriting Analysis, Product, Sales & Account Management (SAM), Core Underwriting, Next Generation Engine (NGE)… more
- Bank of America (New Milford, CT)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Fairfield / Westchester...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- M&T Bank (West Hartford, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... catered to the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** + *Based on individualized needs… more
- The Cigna Group (Bloomfield, CT)
- **Position Summary:** The Product Advisor will be a resourceful professional responsible for supporting the State Commercial Regulatory team within the Regulated ... Markets Division. Responsibilities may include but not limited to: + Support the review process and management of product specific and/or large-scale state… more
- Sedgwick (Hartford, CT)
- …an opportunity to do something meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening ... Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability To analyze complex or technically difficult healthcare,… more
- The Cigna Group (Bloomfield, CT)
- **Position Summary** This Financial Analysis Advisor position will provide support to the Centene account . Specifically, the responsibilities of the role ... include: + Provides advanced professional input on DOI complaints with Centene client focus. + Reviews and provides determination of pharmacy appeals. + Communicates… more
- M&T Bank (Fairfield, CT)
- …catered to the individualized needs of each customer and with the client 's best interest in mind. Mentors less experienced Advisors. **Primary Responsibilities:** + ... suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. +...and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under… more
- Wolters Kluwer (Hartford, CT)
- …customer support , professional solutions to deliver solutions that meet client expectations. . Preparing regular updates on account status, including ... are imperative to the business. . Developing and implementing account strategies to meet client needs and...account strategies, revenue goals and action plans that support company goals and objectives. . Mentors new and… more
- Wolters Kluwer (Hartford, CT)
- …customer support , professional solutions to deliver solutions that meet client expectations. + Preparing regular updates on account status, including ... are imperative to the business. + Developing and implementing account strategies to meet client needs and...account strategies, revenue goals and action plans that support company goals and objectives. + Mentors new and… more
- Forrester (Norwalk, CT)
- …leaders who influence the growth of their business. By creating and orchestrating account penetration strategies, you will also anticipate client and prospect ... put the customer at the center. As a trusted advisor to business and technology senior executives, you'll build...'s business, external environment, and industry. + Collaborate with account teams throughout the lifecycle of client … more
- Norstella (Hartford, CT)
- … advisor for key leaders and identify how Citeline's solutions will support each client with achieving their business priorities. **Responsibilities:** * Be ... Senior Account Executive, Strategic Solutions Company: Citeline Location: Remote,... needs Full cycle of planning execution, collaborating with support teams internally (SDR's, Client Success, Solution… more
- Norstella (Hartford, CT)
- … advisor for key leaders and identify how Citeline's solutions will support each client with achieving their business priorities. **Responsibilities:** + Be ... Account Director, CRO Partnership Company: Citeline Location: Remote,...needs + Full cycle of planning execution, collaborating with support teams internally (SDR's, Client Success, Solution… more
- Randstad US (Hartford, CT)
- …Serve as a trusted advisor to clients by identifying potential areas of support and leading the sales process. Coordinate internal teams to deliver a clear and ... level of outbound sales activity to schedule and conduct client meetings + Work closely with Strategic Account... client meetings + Work closely with Strategic Account Partners and Account Managers to identify… more
- Randstad US (Hartford, CT)
- …clients and key contacts during the sales process working towards a dynamic level of Trusted- Advisor status with each client . + Mastery of the full suite of ... solutions firm in the US We're seeking highly skilled Account Manager and Sr. Account Manager to...comfort in presenting services at all levels of a client organization and via various mediums (live Power-Point presentations,… more