Advisor Development Program Client Associate - Stamford

Asset Vantage is a global leader in the wealth technology market. · We are seeking a Client Service Associate who is upbeat and professional with excellent client service skills, · works independently and has excellent client service skills. Learn and operate our proprietary inte ...

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 ...

The firm is seeking a Registered Client Service Associate to join our Branch office team in Stamford Connecticut. · Provide administrative support which includes but not limited to the creation maintenance and editing of documents spreadsheets files and presentations · Calendar m ...

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 ...

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. · ...

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. This progression role is responsible for providing client service support to Financial Advisors (FAs). · ...

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 ...

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, · and client advocacy within the FA's business.Provides excellent ...

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 ...

If you answered YES, then you should probably read on – We are partnered with a leading Single Client Advisory firm, · who are looking for External Auditors who want to gain exposure,to a wide range of Industries & Accounting/Finance functions, · such as FP&A,M&A,Fund Accounting, ...

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

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 ...

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 ...

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. · ...

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 ...

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 ...

We are partnered with a leading Single Client Advisory firm who are looking for External Auditors who want to gain exposure to a wide range of Industries & Accounting/Finance functions. · ...

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. · ...