- 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
- JPMorgan Chase (Greenwich, 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
- 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
- TD Bank (Shelton, CT)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the best advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing… more
- Guardian Life (Stamford, CT)
- …KPIs through consistent and timely activity tracking. + Closely worth with regional wealth management teams to identify HNW opportunities within each region ... **You have** + Experience wholesaling wealth management , preferably advisory and/or alternative investments + Series 7 and 65/66 required; CIMA, CPWA or CAIA… more
- Berkshire Bank (Moosup, CT)
- …with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Resolves routine and complex client issues or problems. ... wide variety of products and services. Lead builder of client relationships in the financial center and performs outreach...required by one's duties. **_Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry… more
- Berkshire Bank (Enfield, CT)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can… more
- US Coast Guard (New London, CT)
- …content, landing pages, blogs, and a variety of social media. Managing CGA's Client Relation Management (CRM) platform, the technology backbone for the Division. ... and advises users to ensure system efficiency. Develops the Divisional data management plan. Designs and programs personalized web portal content. Develops metrics… more