Wealth Management Client Associate
RBC
RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Westport, CT to support financial advisors and clients with account questions, documentation, transfers, and trades. This role emphasizes a client-first approach and adherence to compliance, in a fast-paced, collaborative environment. The position requires a bachelor’s degree or related experience, strong communication and service skills, and relevant licenses or willingness to obtain them within 12 months. #J-18808-Ljbffr
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$45k - $110k
...Rockefeller Capital Management seeks a motivated Client Associate for their Stamford, CT office. The role involves working directly with high-net-worth clients, managing operational aspects of client accounts, and coordinating with team members. Qualified candidates have...SuggestedWork at office$55k - $90k
...Job Description Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch...SuggestedFull timeFlexible hours$25 - $44 per hour
...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships...SuggestedHourly paySeasonal workWork from homeShift workDay shift$55k - $90k
...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$85k - $105k
...Client Engagement Associate Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors.... ...financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed...Work at officeRemote work- ...Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to support our team in Westport, CT. Responsibilities Keep management systems up-to-date with client information Educate clients on account services and...Full timeWork at office
- ...Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role,... ...information, and provide solutions Schedule and manage field technicians (photographers) Use best practices in customer...
$45k - $110k
...seeking a motivated individual to join our growing team as a Client Associate. The Client Associate will work, in office, with team... ...attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow...Work at officeLocal area$22 per hour
...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate... ...information, and provide solutions Schedule and manage field technicians (photographers) Use best practices in...Hourly pay- CapZone Impact Investments LLC is an investment management company, the cornerstone company of CapZone Group, founded in May 2018 to connect... ...feel like they are “working” when they’re “at work”. As an Associate Attorney , you will provide broad legal support across...Contract workWork at office
$65k
...coaching. Freudigman & Billings seeks aClient Engagement Associate to join our Client Services team. The Client Engagement Associate is a... ...organizational skills, strong judgment, and the ability to manage complex details with accuracy and professionalism. The...Full timeSeasonal workWork at officeLocal areaMonday to Friday$300k
...Transaction _. Insurance Claims Counsel Attorney Lawyer Insurance Carrier Medical Malpractice Physician Hospital Claims Specialist Claims Management _ . Seeking Juris Degree and 3+ years experience handling Medical Malpractice claims of moderate to high value and complexity....Contract workRelocation package- ...LAA may also provide billable and non-billable legal support as determined by the attorneys. This position requires a person who has strong communication, organizational and time management skills with the ability to work with a team and independently. #J-18808-Ljbffr...
$1,000 per month
...instructions outlined by our Co-Founder and Managing Partner. In addition, please complete... ...from you! About The Personal Injury Associate Attorney will be responsible for litigating... ...premises liability cases. Work closely with clients, team and partners to develop factual...Casual workWork at office- ...practice in Norwalk, CT. The attorney will manage a substantial caseload and must possess... ...Disability hearings. Duties Guide clients through the case process. Prepare for and... ...member in good standing with the State Bar Association. Minimum of 2+ years of Social Security...
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client Trusts... ..., charitable giving, and tax-efficient family wealth transfer strategies . Location Stamford, Connecticut...Private practiceRemote work2 days per week
- ...& fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in our Stamford,CT branch office. The primary responsibilities...
$160k - $200k
...their team. Qualifications Active and in good standing with the Connecticut State Bar 2+ years of experience in family law Ability to manage multiple cases independently with minimal supervision Strong writing, research, and communication skills Salary and Other...$30 - $40 per hour
...intelligent connected devices, communications networks, data management, enterprise applications and analytics. Learn more at Come join... ...Opportunity: We are seeking a Corporate Counsel – Mid-Level Associate to join our legal team and provide critical support across contracting...Full timeContract workPart timeWork at officeRemote workFlexible hours- ...Your Tasks Contracts and Contract Database Management Manage legal topics arising from or related to supply chain, contract manufacturing... ...communication skills ~ Ability to communicate to internal clients at all levels of the organization ~ Collaborative, positive,...Full timeContract workTemporary workLocal area
- ...and seeking a talented General Liability Associate Attorney to join our team in Westport. With... ...firm known for our high-profile cases, client relationships, and trial excellence. About... ...admission is preferred What You’ll Do: Manage your own caseload from day one Conduct...Casual workWork at office
$185k - $245k
...Job Description Job Description Corporate Associate Attorney – Private Equity / Investment Management & Funds Locations Boca Raton, Boston, Greenwich,... ...representation Excellent drafting, technical, and client service skills Strong written and verbal...Work at officeRemote work2 days per week- Job Overview A law firm seeks a Mass Tort Litigation Associate Attorney in Norwalk, CT. The role involves handling various litigation responsibilities, including drafting pleadings, managing discovery, and supporting trial preparation. The position offers opportunities...Work at office
$18 per hour
Starting Hourly Rate / Salario por Hora Inicial: $18.00 USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here. ( ALL...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift- Job Overview A law firm seeks a Real Estate Attorney for its Real Estate Finance Group in Stamford, CT. The candidate should possess strong experience in drafting and negotiating mortgage loan documents, conducting due diligence, and overseeing closings. Familiarity with...Temporary workFlexible hours
$155k - $205k
...atmosphere has been enjoyed and supported by our employees throughout the years. We are team players with one common goal – meeting our clients’ needs. We are committed to equal opportunity employment. It is our policy to provide equal opportunity from recruitment through...Temporary workWork at officeFlexible hours$18.44 - $21.12 per hour
...Advocate DEPT: Early Learning Division REPORTS TO: Site Manager FLSA: Non-Exempt SALARY RANGE : $18.44/hr.-$21.12/hr.... ...Credential plus at least two years experience in Human Services OR Associate degree in Human Services or related field plus three years...Local area
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