- Citizens (Middletown, CT)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- KeyBank (Hartford, CT)
- … advice + If appropriate, may function as the lead contact on a client relationship while engaging a Relationship Manager to ensure that a complete and ... achieved and maintained + Responsible for retaining and deepening the relationship with a client including the next generation + Responsible contributing to the… more
- Citigroup (New Canaan, CT)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- FranklinCovey (Hartford, CT)
- …track record of managing complex accounts. **Essential Job Functions** + ** Client Relationship Management:** Build and maintain strong, long-lasting ... and institutions. To learn more, visit franklincovey.com . **Title:** Enterprise Account Manager **Payroll Title:** Client Partner - Enterprise **Division &… more
- Weston & Sampson (Rocky Hill, CT)
- …technical and support staff on multiple concurrent projects + Working as direct client manager + Preparation of engineering and construction cost estimates + ... Weston & Sampson is seeking a Project Manager with 10-15 years of experience in our...of infrastructure projects that will include wastewater projects for private and public-sector clients across Connecticut and western Massachusetts.… more
- Weston & Sampson (Rocky Hill, CT)
- …technical and support staff on multiple concurrent projects + Working as direct client manager + Preparation of engineering and construction cost estimates + ... Weston & Sampson is seeking a Project Manager with 10-15 years of experience in our...of infrastructure projects that will include wastewater projects for private , public-sector and federal clients across New Hampshire and… more
- Cardinal Health (Hartford, CT)
- …performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for ... positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team… more
- Cherry Bekaert (Hartford, CT)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... (https://www.cbh.com/services/advisory/transaction-advisory-services/deal-advisory/)** practice, an opportunity has been created for a ** Manager ** to join our team with the flexibility to… more
- Grant Thornton (Hartford, CT)
- …application of AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to assist ... independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on...engagement teams in clearing private audit client checks, including monitoring and… more
- US Bank (Greenwich, CT)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable for the… more
- Nuvance Health (Danbury, CT)
- …hires from the assigned programs. Special Projects: Coordinate and support private and public funded workforce and career development programs in collaboration ... team and internal stakeholders, including Hospital leadership and functional Manager /Supervisors, HR, HEDI, Communications, etc. *Required skills and qualifications:*… more