• Licensed Private Client

    KeyBank (Fairfield, CT)
    …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
    KeyBank (03/22/25)
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  • Private Client Advisor

    KeyBank (East Haven, CT)
    …Main Street - East Haven, Connecticut 06512 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
    KeyBank (03/27/25)
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  • Licensed Client Service Associate…

    Citigroup (Stamford, CT)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
    Citigroup (03/13/25)
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