Registered Wealth Management Client Associate
2 days ago
Job Description: 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 kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: 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, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 Displaysadvanced industry knowledge and understanding ofinvestment products Desired Qualifications: Energetic individual that is self-motivated, coachable and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibilities Detail oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs, delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Professional verbal and written communication Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Shift: 1st shift (United States of America) Hours Per Week: 37.5 #J-18808-Ljbffr
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Private Wealth Portfolio Manager
5 days ago
Greenwich, Connecticut, United States Gpac Full timeJob Opportunity: Boutique Firm Seeks Experienced Portfolio ManagerGpac is pleased to partner with a reputable, established wealth management firm in the industry, offering highly customized, comprehensive investment services. They are eager to welcome a new Portfolio Manager to grow an already established book.This could be an ideal opportunity for an...
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Business Development Analyst
2 months ago
Greenwich, United States AQR Full timeAbout AQR Capital Management AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on...
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Wealth Management Analyst
2 weeks ago
Greenwich, Connecticut, United States AQR Full timeAbout AQR Capital ManagementAQR is a prominent global investment management firm dedicated to achieving long-term success for clients through innovative strategies. Our organization prioritizes academic excellence, teamwork, and a commitment to uncovering the truth. We advocate for transparency and openness to foster innovation.Job Title: Analyst, U.S....
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Wealth Management Advisor
2 weeks ago
Greenwich, Connecticut, United States Phaxis Full timePosition Overview: Phaxis, a prominent firm in Asset Management focusing on private wealth solutions, is seeking a seasoned Client Advisor to join our dynamic team. This role is pivotal in nurturing and sustaining client relationships through proactive communication and the seamless delivery of services tailored to individuals, families, trusts, and...
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Wealth Planner
4 weeks ago
Greenwich, United States Fidelity Investments Full timeJob Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...
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Wealth Planner
1 month ago
Greenwich, United States Fidelity Investments Full timeJob Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...
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Client Relationship Manager
2 weeks ago
Greenwich, Connecticut, United States Phaxis Full timePosition Overview: Phaxis, a prominent firm in Asset Management focusing on private wealth services, is seeking a seasoned Client Advisor to join our dynamic team. This role is pivotal in nurturing and sustaining client relationships through proactive communication and the seamless delivery of tailored services to individuals, families, trusts, and...
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Client Advisor
4 months ago
Greenwich, United States Phaxis Full timeJob Summary: Our client, a leading Asset Management firm with a specialty in private wealth management including investment management, wealth planning, and highly personalized client service has an exciting opportunity available for an experienced Client Advisor. The role is responsible for developing and maintaining client relationships through proactive...
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Client Associate
4 weeks ago
Greenwich, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Associate
3 months ago
Greenwich, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Investment Strategy Analyst
2 weeks ago
Greenwich, Connecticut, United States AQR Capital Management Full timeAbout AQR Capital ManagementAQR is a prominent global investment management firm operating at the convergence of financial theory and its practical applications. Our mission is to provide exceptional, long-term outcomes for our clients by discerning the critical elements amidst market fluctuations and formulating concepts that withstand thorough examination....
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Client Financial Strategist
2 weeks ago
Greenwich, Connecticut, United States Edward Jones Full timeOpportunity OverviewAt a pivotal moment in your career? Consider a position as a financial advisor. As a financial advisor, you will collaborate with clients to help them realize their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more. Joining Edward Jones means developing...
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Tax Manager
2 weeks ago
Greenwich, United States Andersen Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
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Senior Private Investment Manager
1 week ago
Greenwich, Connecticut, United States Gpac Full timeAbout the Opportunity:Gpac is excited to collaborate with a distinguished firm that has been a leader in tailored wealth management and investment solutions for over three decades. They are seeking a dedicated Portfolio Manager to enhance an already successful client portfolio.This role is particularly suited for an independent Financial Planner or Advisor...
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Senior Portfolio Management Specialist
2 weeks ago
Greenwich, Connecticut, United States Gpac Full timeAbout the Opportunity:Gpac is excited to collaborate with a distinguished firm renowned for its tailored wealth management and investment solutions. With a legacy spanning over three decades, this boutique organization is on the lookout for a dedicated Portfolio Manager to enhance an already thriving client portfolio.This role presents an excellent chance...
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Investment Sales Manager
2 weeks ago
Greenwich, Connecticut, United States Shubh Investment Partners Full timeJob DescriptionPosition Overview:We are seeking a dedicated investment sales professional with a proven track record in promoting funds and investment opportunities to affluent clients, family offices, and wealth management firms. The ideal candidate will be proactive, driven, and focused on achieving sales targets. This role provides the potential for...
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Investor Relations Associate
2 weeks ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timeCompany OverviewCoda Search│Staffing is representing a dynamic firm in the Alternative Asset Management sector, seeking to enhance their Investor Services and Fund Marketing Team.Position SummaryThe Investor Relations/Marketing Associate will play a pivotal role in shaping the firm's marketing strategies and enhancing brand visibility. This position...
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Greenwich, United States JPMorgan Chase & Co Full timeJOB DESCRIPTION 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 mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...
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Investment Strategy Analyst
2 weeks ago
Greenwich, Connecticut, United States AQR Full timeAbout AQR Capital Management AQR is a leading global investment management firm that operates at the crossroads of financial theory and practical application. Our mission is to achieve superior, long-term outcomes for our clients by discerning essential market signals and rigorously testing our ideas. Since 1998, we have been at the forefront of both...
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Investor Relations/Marketing
3 months ago
Greenwich, United States Coda Search│Staffing Full timeOur client is a growing Greenwich, CT based Alternative Asset Management clients is currently seeking to add an Investor Relations/Marketing Associate to their growing Investor Service/Fund Marketing Team.This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing narrative/brand...