Private Client Banking Support Specialist
Mybankwell
Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy. You will support day-to-day client interactions, document workflows, and service delivery through the CRM platform. The role offers exposure to relationship management and may lead toward advisory, product, or service leadership roles within the bank. Strong collaboration with internal teams is essential. #J-18808-Ljbffr Mybankwell
- 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating... ...work with a team of bankers, investment specialists, wealth advisors, and lending specialists...Private clientFull timeWork experience placementImmediate startVisa sponsorship
- ...Chase & Co. in Connecticut is seeking a client-focused banker to deepen relationships and... ...for clients. You will collaborate with specialists to match services to needs, promoting... ...service options and ensuring compliance with banking regulations. The role requires strong...Private clientWeekend workAfternoon shift
$88.4k - $132.6k
...for its New Canaan, Connecticut branch. This role requires strong financial planning, analytical, and communication skills to deepen client relationships and manage complex financial needs. Candidates should possess 5-8 years of relevant experience and a Bachelor's...Suggested$25 - $32.69 per hour
...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage... ...tuition reimbursement, mental health support, financial coaching and more....Private clientImmediate startAfternoon shift$88.4k - $132.6k
...Anticipate the complex financial needs of the client and offer solutions through a wide range of... ...tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to...SuggestedFull timeWork at office- ...years of age. Acknowledge ( Bank of America employees are... ...Advisors and Wealth Management Client Associates help clients... ...to the appropriate internal specialists, and executing highly customized... ...affirms in policy and practice to support and promote the concept of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$159k - $190k
...At First County Bank, You + We =Team YOU - Bring your talent, hunger to learn and... ...need to become a Trusted Advisor to your clients. TEAM - As part of the FCB team, you... ...progressive experience in wealth management, private banking, or financial advisory roles....Local areaMonday to Friday- ...Investment Associate U.S. based clients and their advisors the personalized service of... ...products and services. Provides investment support across a diverse suite of products and... ...Based planning, liabilities planning, banking & lending solutions, mortgages and digital...Shift work
- ...an enthusiasm for helping our clients, taking care of our employees,... ...financial needs. As a Private Client Advisor in Chase Wealth... ...families. Your expertise will support a wide range of clients, from... ...success and the goals of the bank, while fostering a culture of...Private client
$77.6k - $114.7k
...U.S. based clients and their advisors the personalized service of a dedicated wealth management... ...and services. Provides investment support across a diverse suite of products and... ...Goal Based planning, liabilities planning, banking & lending solutions, mortgages and...Shift work$140k - $165k
...over 45 years of market experience, two banking licences and offices in 11 countries, our... ...award‑winning service. In 2024, we supported $1tn+ of payment volume, reaching 190 countries... ...in 130 currencies. Our 32k+ corporate clients benefit from our regulatory resilience...Permanent employmentFull timeWork at officeLocal areaWorldwide$75k - $95k
...years of market experience, two banking licences and offices in 11... ...winning service. In 2024, we supported $1tn+ of payment volume, reaching... .... Our 32k+ corporate clients benefit from our regulatory resilience... ...Financial Accounting Specialist to join our U.S. Finance team...Permanent employmentFull timeWork at officeLocal areaWorldwideShift work- ...Client Advisor As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from...Private client
$150k - $200k
...house role within Verition's Tax Department supporting the personal tax affairs of the firm's... ...related to investments and private transactions. Maintain tax calendars,... ...years of relevant experience in Private Client Services, High Net Worth Tax, Family Office...Private clientWork at officeLocal area- ...Bankwell Bankwell is a commercial bank with more than $3 billion in... ...our business and commercial clients. We’re passionate about giving... ...giving our time and talent to support the communities we serve. More... ...departments such as Retail Banking, Private Banking, Treasury Management,...Daily paidLocal areaRemote work
$115k - $145k
...findings to colleagues, experts, and clients. Our small size provides... ...topics in a broad range of industries, banking, securities, fintech, private equity, insurance, cryptocurrency, consumer... ...health and wellness and family support, can be found on the Careers page of...Full timeWork experience placementLocal area- ...Associate Wealth Advisor to support senior advisors in delivering... ...high-net-worth and affluent clients. The role focuses on... ..., compliance, tax and trust specialists to ensure coordinated delivery... ...management, financial planning, private banking, or related finance roles, with...Ongoing contractFull timeLocal area
- Chase in Fairfield, CT is seeking an experienced Client Advisor to manage relationships with affluent clients and support both education and tailored financial advice... ...referrals and excellent service. Collaborating with Private Client Advisors, Mortgage Bankers, and Business...Private client
$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...Private clientWork at office$220k - $250k
...A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Stamford office. The salary range may be $220,000-$250,000+ , depending on a variety of factors. This is an excellent opportunity for...Private clientWork at office- ...Executive Assistant to provide administrative support to our Executive committee level... ...submits expense reports. Plan and execute client event and dinners in both small and large... ...asset manager serving institutional and private wealth clients, investing across private...Private clientWork at office
- ...Lending Specialist In The Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial...
- ...Health a program of Connecticut Institute For Communities, Inc. is seeking to hire a full-time Electronic Health Record (EHR) Support Specialist. This position is responsible for providing frontline technical and application support for the organizations electronic...Full timeWork at officeLocal areaRemote workMonday to FridayNight shiftWeekend workDay shiftAfternoon shift
$21 - $25 per hour
...Hourly Job Shift: Day Position Overview The Billing Specialist is primarily responsible for completing billing activities for all third‑party payers and private pay clients. Additionally, this position will provide key support for revenue reporting, audits and other billing...Private clientHourly payFull timeShift work- ...oversee audit preparation, coordination, and support. Mentor and develop team members... ...economic principles, financial markets, banking, and financial analysis and reporting.... ...Ability to operate effectively in a private, entrepreneurial setting. Demonstrated...Work at officeMonday to Friday
$200k - $240k
...Greenwich, CT Libertas Funding is an institutional-quality private credit firm headquartered in Greenwich, CT, providing growth capital... ...-sized businesses nationwide. Backed by deep institutional banking and credit expertise, Libertas combines proprietary technology...Full timeWork experience placementLocal areaVisa sponsorshipWork visa$21 - $25 per hour
...Billing Specialist Salary Range $21.00 - $25.00 Hourly Position Type Full Time Job Shift Day Education... ...activities for all third-party payers and private pay clients. Additionally, this position will provide key support for revenue reporting, audits and other billing...Private clientHourly payFull timeShift work- Almaaventurera is seeking a Remote Client Support Representative - Travel to assist clients throughout their travel journey. This fully remote role requires strong customer service skills. Responsibilities include responding to inquiries, assisting with itinerary changes...Remote work
- ...Private Banker We are actively looking for exceptionally... ...-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...of a local team and supported by an institutional... ...that has the resources, specialists and intellectual capital...Temporary workWork experience placementLocal area
$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first... ...build their business and provide service and support functions such as portfolio analysis,...Private clientTemporary workFlexible hours
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