- 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
- JPMorgan Chase (West Harrison, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management...administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… 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