- TD Bank (Hartford, CT)
- …retention and growth + Partners with Private Client Trust Advisors & Private Client Relationship Managers to ascertain investment needs of TD Wealth ... May work with less complex clients + Partners with Private Client Relationship Managers in... + Accountable for referring Investment only clients to Relationship Manager to increase banking and lending… more
- Nelnet (Rocky Hill, CT)
- …position works collaboratively with other departments (eg, RVP's, Account Managers) to create client strategy to leverage FACTS best practices and to deliver a level ... to maintain and enhance relationships with clients. + Ownership of overall client satisfaction by proactively anticipating client needs and maintaining contact… more
- Bank of America (New Haven, CT)
- …product penetration in existing books of business, and supporting administrative client account/ relationship servicing. Job expectations include acting as an ... * Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client 's current...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- FranklinCovey (Hartford, CT)
- …track record of managing complex accounts. **Essential Job Functions** + ** Client Relationship Management:** Build and maintain strong, long-lasting ... and institutions. To learn more, visit franklincovey.com . **Title:** Mid-Market Account Manager **Payroll Title:** Client Partner - Major Market **Division &… more
- Owens Realty Services (Hartford, CT)
- …within corporate; including Human Resources, Accounting, and Payroll. * Maintains professional relationship with all client contacts to ensure good communication ... Assistant Facility Manager Hartford, CT, United States of America $0.00...and family entertainment parks in both the public and private sector. Owens Realty Services affiliates with significant industry… more
- Weston & Sampson (Rocky Hill, CT)
- …technical and support staff on multiple concurrent projects + Working as direct client manager + Preparation of engineering and construction cost estimates + ... Weston & Sampson is seeking a Project Manager with 10-15 years of experience in our...of infrastructure projects that will include wastewater projects for private , public-sector and federal clients across New Hampshire and… more
- Weston & Sampson (Rocky Hill, CT)
- …technical and support staff on multiple concurrent projects + Working as direct client manager + Preparation of engineering and construction cost estimates + ... Weston & Sampson is seeking a Project Manager with 10-15 years of experience in our...of infrastructure projects that will include wastewater projects for private and public-sector clients across Connecticut and western Massachusetts.… more
- CDM Smith (Stamford, CT)
- …spec preparation. - Preparing processes for proposal budgets and scopes. - Maintaining relationship with OGC on the legal aspects of specs including various contract ... professions, using multiple specification platforms: MasterSpec, SpecsIntact, SpecPoint or client based content. - Coordinates review of Division 00/01 with… more
- Grant Thornton (Hartford, CT)
- …application of AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to assist ... independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on...engagement teams in clearing private audit client checks, including monitoring and… more
- Bank of America (Hartford, CT)
- …money movement, and account maintenance + Ensures all fiduciary standards and Private Bank/regulatory compliance and risk policies are understood, align with our ... reviews, control partner requests, and data remediation + Executes against Private Bank strategy, key national fiduciary initiatives, and priorities tailored to… more
- Bank of America (Hartford, CT)
- …division of the Global Commercial Bank. It is unique in that its client teams are dedicated to adding value by providing specialized solutions to Not-for-Profit ... Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not-for-Profits (charitable, cultural, social, and professional… more