Wealth Management Seasonal Client Associate - Greenwich, CT

We're looking for a Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and capabilities Help with the preparation of reports and other materials for client meetings Collect the right documentation for opening new ac ...

Wealth Management firm seeking Client Service Associate to provide excellence in client service. Key Responsibilities include client service coverage, building strong client relationships and handling inquiries.The ideal candidate has a minimum of 2 yrs work experience in a clien ...

JCW is partnering with a leading global investment manager, on an exciting opportunity to join their Operations team as an Onboarding Associate. This individual will play a key role in coordinating the launch and maintenance of institutional client accounts, working cross-functio ...

Wealth Management company seeking Client Service Associate to provide client coverage and operational support. · Build and maintain client relationships through proactive communication. · Work with client coverage team to deliver coordinated client service. · ...

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at . · In This Role, You Will · Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients v ...

We've built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? · Supports and demonstrates IMA's core va ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing ...

The Client Associate role at IMA Financial Group supports Commercial Lines Service Teams via AMS, email, phone, and in-person interactions. This position requires strong computer proficiency and experience with MS Office Suite. · Supports and demonstrates IMA's core values. · Int ...

Verrill is actively seeking an Associate to join our Private Clients & Fiduciary Services Practice Group in Greenwich, Connecticut. · ...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support ...

The Client Associate will support Commercial Lines Service Teams via AMS, email, phone, and in-person. · The key responsibilities include interacting with clients timely, · demonstrating IMA's core values, · maintaining strong attention to detail, · and completing tasks assigned ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships · Exec ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry Raymond James is seeking a dynamic Registered Client Service Associate who is motivated detail oriented creative problem solver to join our growing team Th ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated detail oriented and creative problem solver to join our growing ...

· Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relationships.   ...

The Client Analytics Team is responsible for the design, development, enhancement, and maintenance of client data analytics platform that delivers critical data to Finance, Business Development, and Operations teams. · ...

The Client Analytics Team is responsible for the design, development, enhancement and maintenance of client data analytics platform that delivers critical data to Finance Business Development and Operations teams. · ...

· About AQR Capital Management · AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by de ...

· Supporting client relationships · Executing money movement transactions · ...

This role provides client service support to financial advisors by customizing solutions based on their specific needs.Serves as the most frequent point of contact with Merrill to address all service needs of their clients. · Provides excellent Client Service to the bank's client ...