- Fidelity TalentSource LLC (West Hartford, CT)
- …by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA ... in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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 shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Mirador (Stamford, CT)
- …maintain effective relationships. -Strong understanding of financial instruments -Experience with RIA/ Wealth Management Policies, Procedures and Client ... U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting...account and asset set-up & classification + Data feed management + Create custom reports based on client… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... Solutions Associate Grounded in Wall Street and enabled by...Mirador's consulting arm and specializes in working across the wealth management industry to engage in both… more
- JPMorgan Chase (Greenwich, CT)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , International Tax Asset Management **Requisition Number:** 112458 - 20 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Senior Associate , International Tax Asset Management to join...asset managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund sponsors +… more
- KPMG (Stamford, CT)
- **Business Title:** Associate Director, Business Development, Google Cloud (Financial Services) **Requisition Number:** 111369 - 20 **Function:** Advisory **Area of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... Offices, Wealth and Asset Managers, and Foundations throughout the United...database + Downloading, organizing, and renaming files + Document management + Creating, circulating, and tracking LOAs (Letter of… more
- Bank of America (Hartford, CT)
- …governance. The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity. At least annually, ... the associate must complete an investment review for each assigned...+ Strategic Thinking + Critical Thinking + Customer and Client Focus + Oral Communications + Project Management… more
- Broadridge Financial Solutions (Hartford, CT)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Morgan Stanley (Greenwich, CT)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Branch Administrator* **Location:** ... Administrator coverage * Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business… more
