- 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 ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Westport, CT)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Groton, CT)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Wells Fargo (Greenwich, CT)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- MassMutual (Windsor, CT)
- …will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. ... This role provides customized, concierge-level client service by serving as the primary point of...with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients… more