- KeyBank (Coventry, CT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- JPMorgan Chase (Storrs Mansfield, CT)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- KeyBank (South Windsor, CT)
- …Buckland Road - South Windsor, Connecticut 06074 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- JPMorgan Chase (Springfield, MA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Hartford, CT)
- …225 Asylum Street, Suite 1910 - Hartford, Connecticut 06103 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... retain client relationships. The CRA will be an active member...active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The… more
- KeyBank (Hartford, CT)
- …is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As ... team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB… more
- UMB Bank (Hartford, CT)
- …across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank , this role will provide the ... other business partners including, but not limited to: Institutional Bank , Business Banking, Legal and Corporate Risk Private...new and existing clients. + Same applies to existing client requests to add or change a signer on… more
- UMB Bank (Hartford, CT)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... sales and contract cycles and transitioning prospects to the Implementation and Client Experience teams, as appropriate. Working in the Healthcare Services division… more
- The Hartford (Hartford, CT)
- …clients. Our mission is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that fosters debate and collaboration ... through participation in innovative investment and technology solutions for HIMCO's client , market, and regulatory initiatives. This position is within HIMCO… more
- KeyBank (Hartford, CT)
- …relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, ... and delivery of significant ideas and solutions to meet client needs and is accountable for directing the implementation...business development and asset quality + Extensive knowledge of bank products and above average knowledge of the healthcare… more
- The Hartford (Hartford, CT)
- …and High Yield bonds, Mortgage-Backed securities, CMBS, ABS, Municipals, Emerging Markets, Private Placements, Whole Loans, Bank Loans, Equities (both Public and ... clients. Our mission is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that fosters debate and collaboration… more
- Robert Half Finance & Accounting (Ware, MA)
- Description POSITION: Accounting Manager - Private School LOCATION: Ware, MA - In office position RECRUITER CONTACT: Kelleigh Marquard - Kelleigh.Marquard@Roberthalf ... Organization: Located on a stunning, rustic campus in Central Massachusetts, this private school is dedicated to providing an exceptional educational experience for… more
- Vanguard (Hartford, CT)
- …Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, ... growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the...strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships… more
- Lincoln Financial (Hartford, CT)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Hartford, CT)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more