- Bank of America (New Canaan, CT)
- Wealth Management Client Associate New Canaan, 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)
- Registered Wealth Management Client Associate Fairfield, 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
- 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
- ADP (CT)
- **ADP is hiring a** **Sr. Director, Actuary - Health & Wealth Benefits organization** . In this role, you will apply statistical and mathematical techniques to ... identifying opportunities for improvement among new business and existing client base. + Gather and develop benchmarks for purposes...in the office and 2 days at home.** + Associate of the Society of Actuaries. + Bachelor's degree… more
- Robert Half Finance & Accounting (Wethersfield, CT)
- Description Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: ... inquiries will remain confidential. Requirements Client Service Associate / Relationship Manager - wealth ... Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position… more
- Citigroup (Stamford, CT)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Broadridge Financial Solutions (South Windsor, CT)
- …any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate . + May perform other duties/responsibilities as ... manage the daily service delivery activities for the assigned client (s). You will be an advocate for Broadridge and...needed or assigned. Qualifications: + Associate degree or equivalent experience preferred. + At least… 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
- 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 (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
- Broadridge Financial Solutions (South Windsor, CT)
- …as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order ... and in accordance with client expectations. You will work with the shift supervisor...+ Ensuring that all equipment problems are reported to management and the appropriate vendor on a timely basis.… more
- Broadridge Financial Solutions (South Windsor, CT)
- …on-prem systems and multiple cloud environments (AWS, Azure, or GCP). Platform Management + Oversee administration and operational management of Confluent ... experience with Infrastructure as Code (Terraform, CloudFormation) for Kafka resource management in both cloud and on-prem. + Familiarity with Chef, Ansible,… 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)
- …and application development groups to resolve issues promptly. + Apply performance management tools and techniques to ensure optimal response times in high-volume ... Assembler, PL/I, and Rexx. + Effectively utilize change, incident, and problem management tools in accordance with data center standards and practices, actively… more
- Broadridge Financial Solutions (South Windsor, CT)
- …issues found, including procedural breaches in security policies + Keeping the Security Management Team informed of all security matters and issues as they pertain ... able to travel and perform other related duties and functions as assigned by management Requirements: + High School diploma or equivalent is required + Ability to… 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