Wealth Management Client Partner
Bank of America ATM
Bank of America is seeking a client service professional to support Merrill Wealth Management clients and Financial Advisors. The role focuses on educating clients about banking services, ensuring timely and accurate materials, and strengthening client relationships through proactive service and solutions. You will work closely with advisors to deliver personalized support, maintaining compliance with policies and contributing to a high-standard client experience within a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Partner in Fairfield, CT vacancy
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a... ...complex financial needs of the client and offer solutions through a... ...opportunities to segment partners where appropriate (including,... ...Business Partners, Relationship Manager, etc.). Organize client events...SuggestedFull timeWork at office$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst in New Canaan, Connecticut. The role focuses on building relationships within the affluent segment, offering tailored financial solutions, and maintaining compliance with regulations. Successful...Suggested$151k - $207.9k
...are too, let's talk. About the role: The Sr. Customer Success Manager role will play a critical part in the exciting growth and retention... ...: Champion customers internally and mobilize cross-functional partners across Sales, Support, Engineering, and Product to resolve...SuggestedLocal areaWorldwideFlexible hoursShift work$130k - $150k
...commitment to delivering meaningful value throughout the customer lifecycle.About the RoleAs a Customer Success Manager, you will serve as a trusted partner and primary relationship point for assigned customers, helping ensure they receive long-term value from their partnership...Suggested- Client Services Manager - Glastonbury, CT Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry, and its success is rooted in its...SuggestedFull timeWork at officeLocal area
- ...is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.).Design/improve accounting...Hourly payFull timeWork experience placementInterim roleFlexible hours
- Description: The candidate will be responsible for designing security platforms, applications and tools to deliver against the customer Infosec strategy and programs. Knowledge of key security domains MDR, VM, GRC tools, Network security, IAM etc. is a must. ...
TEPHRA
Trumbull, CT2 days ago $101k
...Customer Success Manager We are seeking a proactive, polished, and relationship-driven... ...of strategic, mid-to-large-sized clients and serve as a trusted advisor after implementation... ...readiness, identifying churn risk, and partnering internally to deliver strong client...Full timeFor contractorsWork at officeRB Global Inc.
Norwalk, CT15 hours ago- Cognex Corporation in Bridgeport, CT is seeking a Project Manager with external customer facing experience who will coordinate resources on projects involving Cognex designed solutions. You will engage in the pre-sales phase, assess risks, and help ensure on-time delivery...
$208.68k - $282.33k
...Consulting services. Lead and perform tailored engagements for clients customers demonstrating a strategic and thought leadership... ...extensive business outcome delivery experience (CISO, CISO-1, Management Consultant). Excellent presentation skills and ability to communicate...Local area$95k - $105k
...looking for a Senior Account Executive to join our Private Client team on a Hybrid work schedule. Discover a Career That Empowers... ...most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest...Work experience placementInternshipWork at officeLocal areaFlexible hoursHUB International
Fairfield, CT4 days ago$34.34 - $37.09 per hour
...choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses... ...matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest...Work experience placementInternshipWork at officeLocal areaFlexible hoursSquaremouth
Fairfield, CT15 hours ago$17.7 - $22.62 per hour
...Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The... ...instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift workBanfield
Norwalk, CT15 hours ago- ...Client Service Supervisor We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult...Flexible hoursNight shift
VCA Animal Hospitals
Shelton, CT15 hours ago - ...Client Service SupervisorWe are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult...
VCA Animal Hospitals
Shelton, CT2 days ago - ...motivated and strategic Senior Relationship Manager (SRM) to serve as a primary relationship leader for key distribution partners within the Individual Retirement and Annuities... ...Experience supporting annuity, retirement, wealth management, insurance, or investment...Full timePart timeWork at officeHome office
$90k - $110k
...sales responsibility Calling on Nationwide or Large Distributors in the PVF, Plumbing and Waterworks Industry. The National Accounts Manager is provided the opportunity to learn or expand upon their knowledge of the PVF, Plumbing and water distribution industry and sales...Base plus commissionFor contractorsWork at officeLocal area3 days per weekCore & Main
Bridgeport, CT4 days ago- ...Outside Sales Account Manager – Westport, CT A growing, people-focused sales team within an established service business is seeking... ...environment. If you love meeting people, take pride in guiding clients through important decisions, and want true control over your...For contractorsWork at officeFlexible hours3 days per week
Goodwin Recruiting
Fairfield, CT4 days ago $38.46 per hour
...providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a... ...Responsibilities Ongoing service and communication with clients, including promoting client/insurer relationship...Contract workLocal area$95k - $105k
...matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest... ...Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a...Work experience placementWork at officeLocal areaFlexible hours- ...delivering a sophisticated yet accessible client experience that ensures our clients feel... ...Client Services Associate (Relationship Manager) plays a critical role in supporting the... ...fostering a well-rounded understanding of the wealth management process. Role and...
$28 - $30 per hour
...Description Description: This is a temporary to possibly permanent position. The Customer Relationship Manager is a main point of contact for clients (both residential and commercial) and ENCON. The core priority of our Customer Relationship Manager is to provide...Permanent employmentFull timeTemporary workWork experience placementSeasonal workWork at officeEncon Heating & AC
Stratford, CT9 days ago- VCA Animal Hospitals in Shelton, CT seeks a Client Service Supervisor to lead the front office and ensure exceptional client service... ...administration for quality patient care. This role reports to the Hospital Manager/Administrator and oversees finances, HR, and marketing in a...Flexible hours
- ...wagging with supervised group play sessions Ensure pets are safe, healthy, fed, clean, and well-loved Use our hands-on Team Management system to stay on top of wellness routines and care protocols Help maintain a sparkling clean facility — cleanliness is part...Full timePart timeImmediate startShift workNight shift
Spot On Vet
Westport, CTmore than 2 months ago $23.5 - $36.45 per hour
...Leading with integrity, honesty and fostering teamwork in an engaged and inclusive culture Exercising good judgment; taking appropriate partners as needed Modeling, guiding and providing direction to associates Demonstrating and coaching a customer service mindset, including...Full timeTemporary workPart timeFlexible hoursNight shiftFashionUnited
Trumbull, CT1 day ago$19.5 per hour
Job Description Our jobs aren't just about giving guests a smooth check-in and check-out. Instead, we want to build and experience that is memorable and unique. Our Guest Experience Specialists take the initiative to deliver a wide range of services that guide guests...Hourly payFull timeWork experience placementLocal area- Corserva seeks a dynamic and results-driven Account Executive (AE) - Managed Services to join our sales team. The AE will play a pivotal role in driving new business development and expanding our client base by promoting our Corserva 360 IT management platform. This role...
$264k - $363k
...in the right place.Who We AreIn order to be the cybersecurity partner of choice, we must trailblaze the path and shape the future of... ...your work truly matters.Job SummaryYour CareerThe Named Account Manager - SLED is a significant driver of company revenue and growth. As...Full timeRemote workVisa sponsorshipWork visa$264k - $363k
...Who We AreIn order to be the cybersecurity partner of choice, we must trailblaze the path... ..., together. Your CareerThe Major Account Manager partners with our customers to secure their... ..., inspire, and empower our potential clients in their journey to security.As part of our...Full timeRemote workVisa sponsorshipWork visaFlexible hours- ...as a key liaison with external resources (such as Travel Protection partners) to ensure seamless, end-to-end support throughout the guest travel experience. This role is directly responsible for managing the complete resolution process of all guest feedback and customer...Full timeWork at officeImmediate startWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Partner. Be the first to apply!
Related searches
- director of knowledge management Fairfield, CT
- events management graduate Fairfield, CT
- quality management nurse Fairfield, CT
- music events management Fairfield, CT
- director managed services Fairfield, CT
- store management trainee Fairfield, CT
- lecturer management Fairfield, CT
- identity & access management Fairfield, CT
- international management trainee Fairfield, CT
- assistant professor management Fairfield, CT