- JPMorgan Chase (Greenwich, CT)
- …us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial ... a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, … more
- Morgan Stanley (Westport, CT)
- …assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online ... as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction… more
- Bank of America (Greenwich, CT)
- Registered Wealth Management Client Associate Greenwich, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Morgan Stanley (Westport, CT)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and ... assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online… more
- US Bank (Greenwich, CT)
- …functioning as the primary, daily contact between Wealth Management Trust, Banking , or Investment customers and US Bank. Working within delegated authority ... escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems,… more
- Bank of America (West Hartford, CT)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities *… more