• Ingersoll Rand (Stamford, CT)
    …with acustomer service focus & a great attitude\! **Job Summary?** The Customer Sales Associate is a trusted advisor to customers who identified their needs and ... veterans\. **Trane Parts & Supply in Stamford is hiring a Customer Sales Associate \!\!** This is acritical rolefor our fast\-paced store, and we are looking for… more
    Jobsflag.com (03/13/18)
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  • Financial Advisor Associate

    Careers.com (Killingworth, CT)
    Financial Advisor Associate Full-time, 4 year degree, Banking - financial Services, Security, Sales - Marketing, Finance, Banking, Sales
    Careers.com (04/19/18)
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  • Financial Advisor Associate

    Careers.com (Woodbridge, CT)
    Financial Advisor Associate Morgan Stanley Hiring Event Full-time, 4 year degree, Banking - financial Services, Security, Sales - Marketing, Finance,
    Careers.com (04/14/18)
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  • Financial Advisor Development…

    Bank of America (Mystic, CT)
    …advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs - an advisor with ... Bank of America Corporation. The Practice Management Development (PMD) Associate role is a 43 month development program for...wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured… more
    Bank of America (03/11/18)
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  • Associate Banking Advisor

    Northern Trust (Stamford, CT)
    …Credit Committee. Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships ... client for renewal process * Carries out complex activities with significant financial , client and/or internal business impact. May have direct interaction with… more
    Northern Trust (03/25/18)
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  • Study Abroad Advisor

    Wesleyan University (Middletown, CT)
    …abroad process, from application to re-entry and beyond. Reporting to the Associate Director, Study Abroad, the Study Abroad Advisor 's responsibilities include: ... Position Information Job Posting Number S00560 Position Title Study Abroad Advisor Department International Studies-1102 Job Category Staff Posting Position Type… more
    Wesleyan University (02/09/18)
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  • Private Client Advisor II - Connecticut…

    Bank of America (Stamford, CT)
    …Description:** Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth ... are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession… more
    Bank of America (03/24/18)
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  • Sr Registered Client Associate -Private…

    Wells Fargo (Danbury, CT)
    …and operational client service support to assist the business activities of the Financial Advisor (s). Interfaces directly with clients may solicit orders from ... potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance… more
    Jobsflag.com (04/14/18)
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  • Client Service Associate

    Ameriprise (Greenwich, CT)
    …company that cares, take the next step to create a brilliant career at Ameriprise Financial . The Client Service Associate (CSA) is an integral part of the ... general administrative/reception/operations support as needed in the branch. * Assist advisor in servicing clients including preparing financial plans,… more
    SmartPost (04/16/18)
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  • Client Associate - Private Client Group

    Wells Fargo (Mystic, CT)
    …retirement. The Client Associate - Private Client Group provides support to the Financial Advisor by providing the FA and the clients of the FA with ... new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various… more
    Wells Fargo (04/04/18)
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  • Investment Operations Associate / Director…

    Saugatuck Financial (Westport, CT)
    …and delivery process for new investment prospects and clients: - Working with the Financial Advisor to drive completion of client paperwork - Submitting complete ... clients and practice - Work alongside our Insurance Services Associate to ensure all client contact is succinct and...The opportunity to learn from and grow with a financial advisor who has been named among… more
    Joblift (04/10/18)
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  • Financial Assistant 4

    Yale University (New Haven, CT)
    …daily supervision of the Assistant Director, provide a high level of comprehensive financial and business support services to the organizations served by the Yale ... Determine when issues need to be escalated. Serve as advisor to Yale SOM departments assisting with purchasing and...due diligence to follow up on outstanding items. Review financial requests in Workday Financials for accuracy, documentation and… more
    Yale University (04/10/18)
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  • Financial Services Representative

    Retirement Planning Partners (North Haven, CT)
    financial outlook of clients one suggestion at a time as our next financial advisor . Your skills will be instrumental in aiding clients with proper wealth ... retirees are concerned to some degree about their long-term financial future in retirement, it is troubling that only...please send your resume and a cover letter to our Associate General Agent - Stephen Machnicz, Sr. at… more
    Live Career (04/01/18)
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  • DCIO Relationship Associate

    VOYA (Windsor, CT)
    …generated by the RVP and Business Development Managers * Build and manage Financial Advisor and retirement 3rd party platform relationships via proactive ... telephone calls * Take incoming calls from Financial Advisors and 3rd party relationships * Respond to...(CRM) System * Utilize CRM system to capture all advisor level activities and to maximize sales targeting and… more
    VOYA (03/30/18)
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  • Client Associate

    Bank of America (Hartford, CT)
    …and other life goals through investment advice and guidance. Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one ... relationship with an advisor committed to their needs. We believe trust comes...needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment… more
    Bank of America (04/14/18)
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  • Client Service Associate - Requisition #:

    Morgan Stanley (Fairfield, CT)
    …firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. DUT I ... POSITION SUMMARY: The Client Service Associate enhances the client experience by providing exceptional...assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is… more
    FinancialJobsWeb.com (04/19/18)
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  • External Audit/Assurance, PCS - Senior…

    PWC (Stamford, CT)
    …We go inside companies, get to know their businesses, and then assure that the financial information they report to the public is clear and reliable. We stand firm ... As a Private Company Services professional, you will serve as a trusted advisor , providing guidance on the wide array of business, accounting and tax matters… more
    FinancialJobsWeb (04/14/18)
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  • External Audit/Assurance, PCS - Senior…

    PwC (Stamford, CT)
    …We go inside companies, get to know their businesses, and then assure that the financial information they report to the public is clear and reliable. We stand firm ... As a Private Company Services professional, you will serve as a trusted advisor , providing guidance on the wide array of business, accounting and tax matters… more
    Joblift (04/13/18)
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  • External Audit/Assurance, PCS - Senior…

    PwC (Stamford, CT)
    …We go inside companies, get to know their businesses, and then assure that the financial information they report to the public is clear and reliable. We stand firm ... As a Private Company Services professional, you will serve as a trusted advisor , providing guidance on the wide array of business, accounting and tax matters… more
    Jobsflag.com (02/24/18)
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  • Associate Client Director

    Nielsen (Wilton, CT)
    Associate Client Director - 10908 Client Services and Sales - USA Wilton, Connecticut Oil of Olay, Miller Lite, Coca Cola and Tide. What do they all have in common? ... that requires flexibility, curiosity, and passion. As a Client Manager/ Associate Client Director you will: Act as a trusted... Client Director you will: Act as a trusted advisor to key client decision makers Lead integrated analyses… more
    Nielsen (03/23/18)
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