- KeyBank (Hartford, CT)
- …**Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client service skills ... Suite 1910 - Hartford, Connecticut 06103 **Job Summary** The Client Relationship Associate (CRA) supports the KPB...and participate in the development of sales presentations, annual wealth reviews, and other materials for client … more
- Wells Fargo (Farmington, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Liberty Bank (Middletown, CT)
- …and successful team of financial professionals, serving the investing, financial planning, wealth management and insurance needs of our clients and prospects. ... The Client Service Associate position joins a cohesive...and follow up. .Handle appointment scheduling, appointment preparation, calendar management , and all follow up. .Apply knowledge of various… 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)
- …can meet their needs, and articulate product functionality. They research prospective client processes and conduct and present cost benefit analysis and ROI. ... ability to build and understand advanced formulas and data management techniques. + Strong project management skills,...with sales and internal teams to understand and address client needs in print and digital communications. + Participate… 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)
- …departments, ensuring that all materials are printed and in accordance with our client commitments/deadlines. + Work with management to review expected volumes ... external vendors. This will include, but is not limited to, account management , quality control, production, staffing vendors, and technical support. + Ensure that… more
- Broadridge Financial Solutions (South Windsor, CT)
- …You'll lead all aspects of labor on the Production floor and prioritize client mailings to ensure the operation is running efficiently. You'll supervise production ... show respect and consideration for others. + Strong time management skills and the ability to thrive in a...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… 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)
- …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