- TD Bank (Springfield, MA)
- …and services are highly competitive + May act as a subject matter expert to Client Associate team + Ensures those existing clients, where it would add value, ... Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of...retention, specialized services and other responsibilities in accordance within wealth management area of specialization + Maintains… more
- Broadridge Financial Solutions (South Windsor, CT)
- …as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order ... and in accordance with client expectations. You will work with the shift supervisor...+ Ensuring that all equipment problems are reported to management and the appropriate vendor on a timely basis.… more
- Bank of America (Hartford, CT)
- …governance. The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity. At least annually, ... the associate must complete an investment review for each assigned...+ Strategic Thinking + Critical Thinking + Customer and Client Focus + Oral Communications + Project Management… more
- Broadridge Financial Solutions (Hartford, CT)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (South Windsor, CT)
- …issues found, including procedural breaches in security policies + Keeping the Security Management Team informed of all security matters and issues as they pertain ... able to travel and perform other related duties and functions as assigned by management Requirements: + High School diploma or equivalent is required + Ability to… more