- US Bank (Greenwich, CT)
- …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
- Citigroup (Uniondale, NY)
- …Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors + ... The Client Services Associate is a developing professional role. This role...skills, ability to manage multiple concurrent deadlines and time management skills + Strong Communication Skills + Proficient in… more
- Insight Global (Stamford, CT)
- …. Skills and Requirements -2-4+ years of work experience involving investment/asset management or wealth management -Strong understanding of the ... Job Description Insight Global is seeking a Product Strategy Associate for one of our clients in Stamford, CT....more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Fusion, and Microsoft clustering technologies Experience with change control and incident management processes Experience working in both private cloud and ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more