Investment Operations Associate

Job ResponsibilitiesDevelop and maintain long-lasting relationships with clients across various industries and backgrounds.Provide expert guidance on wealth management, estate planning, and investment strategies.Collaborate with internal teams, including portfolio managers and tax advisors, to deliver tailored solutions to clients.We strive to create a work...

A Boutique Wealth Management Firm seeks a skilled Operations and Advisor Support Associate to manage the portfolio accounting system and provide exceptional client service.The Firm provides comprehensive financial advisory and investment management services to high net worth and ultra high net worth clients.Job Description:Manage account setup and...

We are seeking a highly skilled Financial Operations Specialist to join our team and manage the portfolio accounting system.The ideal candidate will have a strong background in investment operations and excellent client service skills.Responsibilities:Account setup and maintenanceData integrity oversightClient reporting and reconciliationThe successful...

Client Service AssociateBoutique Wealth Management FirmNorwalk, CTOverviewBoutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high...

Client Service AssociateBoutique Wealth Management FirmNorwalk, CTOverviewBoutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high...

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on...

About the Company: Bedrock Communities is a Fairfield County, Connecticut and Tampa, Florida based real estate private equity firm focused on the manufactured housing community sector. Bedrock Communities is an owner-operator investing its third fund, Bedrock MHC Partners III L.P., which has approximately $123,000,000 of equity commitments. Including Bedrock...

About This OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Relationship Manager.Sit second chair to our senior advisor in client meetings, providing exceptional customer service and building strong relationshipsWork closely with our investment, planning, and operations teams to analyze data and provide...

Job Description:We hope you're interested in building a home with us. Even if you don't feel that you meet every requirement listed in this job description, we still encourage you to apply.About the Team:Our mission is to enhance the quality of our customers’ lives at home. We put the customer at the center of everything we do, every day. Our corporate...

We are looking for a motivated and customer-focused individual to fill the role of Store Operations Coordinator at Terrain. As a key holder, you will be responsible for supporting the store leadership team in service, selling, and daily processes. You will also have the opportunity to develop your expertise in our operating procedures and provide mentorship...

About the RoleThis position is located at a Terrain store, where you will contribute to creating a customer-centric environment by supporting the store leadership team in service, selling, and daily processes. As a Dcor Key Holder, you will be an expert in the operating procedures and contribute mentorship of the associate team.

We are seeking a highly motivated and customer-focused Sales Associate to join our retail team at The Lovesac Company. As a Sales Associate, you will play a critical role in delivering exceptional customer experiences and driving sales growth in our stores.">Key ResponsibilitiesCustomer Engagement: Actively engage with customers to understand their needs and...

Job OverviewNunu's Studio is seeking a highly organized and detail-oriented Warehouse Associate to join our team. This full-time position plays a vital role in maintaining the smooth operation of our warehouse, ensuring optimal workflow and efficiency.Key ResponsibilitiesOrganize and maintain the warehouse to ensure accuracy and proper documentation.Stock...

Position Summary... Are you ready to help shape a member's entire shopping experience by giving them a positive first and last impression? We are looking for people who take pride in their work to join our team. As a Maintenance Associate at Sam's Club, you are responsible for ensuring members see a well-kept parking lot, clean restrooms, and clean floors....

Job DetailsJob Location Westport - Westport, CT Position Type Part Time Education Level High School Salary Range $17.99 - $18.53 Hourly Travel Percentage Up to 50% Job Shift Any Job Category Sales DescriptionAbout Lovesac: We are a young-at-heart, fast-growing furniture company, dedicated to helping people fill their homes with Total Comfort™. We do this...

Location: This position is located at 59 Post Rd E, Westport, Connecticut, 06880 United States Role Summary: A Sales Associate contributes to driving sales through providing a genuine and unique experience to each customer. Role Responsibilities: Customer Experience Initiates genuine conversation to engage with the customer in a personalized way where all...

About This Role: We are looking for an enthusiastic, customer-obsessed Studio Sales Associate to join our team in our Westport studio location. You will be responsible for creating an exceptional piercing and shopping experience for our customers in a genuine and enthusiastic manner, supporting the team on the weekends. This position involves assisting...

Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. They are a white label Third Party Administrator (“TPA”), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders.Located in Westport Connecticut, our client is...

Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. They are a white label Third Party Administrator (TPA), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders. Located in Westport Connecticut, our client is seeking a...

Location: This position is located at 561 Post Road East, Westport, Connecticut, 06880 United States Role Summary: A Nursery Sales Associate contributes to driving sales by naturally engaging the customer on common interests in home dcor & gardening. They uphold terrains four promises: to welcome, to inspire, to inform, and to appreciate our customer. Role...