Current jobs related to Wealth Client Associate - Burlington - M&T Bank

  • Financial Consultant

    2 months ago


    Burlington, Vermont, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Financial Consultant - Wealth Management, you'll play a critical role in providing expert guidance and advice to our clients, helping them navigate the complexities of wealth management.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Consultant

    1 month ago


    Burlington, Vermont, United States Charles Schwab Full time

    {"Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to wealth management combines creative problem-solving with a passion for helping others achieve their financial goals.As a Financial Consultant at Schwab, you'll work closely with clients to provide...


  • Burlington, Vermont, United States Citizens Full time

    Role OverviewCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.Key ResponsibilitiesDevelop and maintain a high-quality wealth management practice, providing...


  • Burlington, Massachusetts, United States State Street Corporation Full time

    About the RoleAs a Client Manager at State Street Corporation, you will play a critical role in delivering exceptional client service experience and advancing the goals of the organization. This position requires a strong understanding of the financial services industry, excellent communication and interpersonal skills, and the ability to build and maintain...


  • Burlington, Vermont, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.Key ResponsibilitiesDevelop and maintain a high-quality wealth management practice, providing...


  • Burlington, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at State Street Corporation. As a Client Manager, you will be responsible for delivering exceptional client service experience, ensuring the effective delivery of Charles River IMS projects, support, and services, and working closely with client senior leaders to ensure strategic...


  • Burlington, Vermont, United States Raymond James Financial Services Full time

    Job Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is responsible for providing exceptional administrative support to our Financial Advisors and their clients.Key Responsibilities:Provide high-quality administrative support to...


  • Burlington, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at State Street Corporation. As a Client Manager, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key ResponsibilitiesDevelop and maintain strong relationships with senior client personnel to...


  • Burlington, United States Raymond James Financial Services Full time

    Job Title: Client Service Associate Location: Burlington, VT (2402988) Job Summary: Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented and creative problem solver to join our growing team....

  • Sales Associate

    2 weeks ago


    Burlington, North Carolina, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide exceptional client experiences that leave a lasting impression. We're seeking a talented Sales Associate to join our team and help us achieve this goal.Key ResponsibilitiesProvide exceptional client service by...


  • Burlington, Vermont, United States Performa Full time

    About UsPerforma is an independent, employee-owned institutional investment management firm that is 100% focused on managing assets for captive insurance companies.Job OverviewThe Client Service Analyst will provide support to the firm's Relationship Management, Client Service, Business Development, and Operations Teams. Primary responsibilities will include...


  • Burlington, Vermont, United States HealthEcareers - Client Full time

    {"h3": "Job Opportunity: Ultrasound Technologist", "p": "HealthEcareers - Client is seeking a skilled Ultrasound Technologist to join their team. As a travel Ultrasound Technologist, you will have the opportunity to work in a variety of settings and locations, utilizing your expertise to provide high-quality patient care. Responsibilities: ", "ul": [{"li":...


  • Burlington, Vermont, United States WORKFORCE Dental Staffing Solutions Full time

    About the OpportunityWe are seeking an experienced Associate Dentist to join our dynamic and supportive practice in Burlington, Washington. As an Associate Dentist, you will have the opportunity to work with a seasoned mentor and develop your skills in a fast-paced, engaging setting.Key ResponsibilitiesExamine patients' teeth, periodontium, and surrounding...

  • Client Director

    2 weeks ago


    Burlington, Massachusetts, United States OpenText Corporation Full time

    Job DescriptionOpenText Corporation is seeking a highly skilled Client Director to join our team. As a Client Director, you will be responsible for leading our Professional Services team in delivering exceptional solutions to our Life Sciences customers.Key Responsibilities:Develop and implement strategies to drive revenue growth and customer successLead...

  • Consumer Banker II

    6 months ago


    Burlington, United States First Financial Bancorp Full time

    Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Busi Banker, Client Relations, Business Partner, Sales, Banking, Financial, Management

  • Travel Nurse RN

    1 week ago


    Burlington, Washington, United States HealthEcareers - Client Full time

    We are seeking a skilled Registered Nurse to fill a 13-week travel assignment in Med Surg / Telemetry at a state-of-the-art hospital in West Burlington, Iowa.Job RequirementsSpecialty: Med Surg / TelemetryDiscipline: RNDuration: 13 weeksShift: nightsEmployment Type: TravelAs a Med Surg / Telemetry Registered Nurse, you will be responsible for providing...

  • Data Team Lead

    2 weeks ago


    Burlington, North Carolina, United States Integrity Marketing Group Full time

    The Integrity Marketing Group is a leading insurance marketing organization that specializes in life insurance and recruits agents across the United States.As one of the nation's largest independent distributors of life, health, and wealth insurance products, Integrity works with highly rated carrier partners to provide the right products for each situation...


  • Burlington, Vermont, United States BAYADA Home Health Care Full time

    Job OverviewBAYADA Home Health Care is seeking a licensed practical nurse to provide high-quality care to adult and pediatric clients in Burlington County. As a member of our team, you will have the opportunity to work with clients who require advanced care, such as tracheostomy and ventilator management.We offer paid training to prepare you for the unique...

  • Financial Advisor

    3 weeks ago


    Burlington, United States Boston Hire Full time

    Our client, a financial advisory and portfolio management firm, is seeking a dynamic and experienced Financial Advisor to join their growing team. As a Financial Advisor, you will be responsible for providing personalized financial guidance and portfolio management services to help clients achieve their long-term financial goals. This role requires a strong...


  • Burlington, Vermont, United States World Insurance Associates LLC Full time

    Job SummaryWorld Insurance Associates LLC seeks a highly motivated Client Relationship Manager - Personal Lines to support the Account Executive with responsibilities related to client management and retention in the insurance industry.Job ResponsibilitiesCollaborate with insurance producers to provide exceptional client service and ensure their needs are...

Wealth Client Associate

4 months ago


Burlington, United States M&T Bank Full time

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Client Associate, Wealth, Client Service, Client Relations, Associate, Management, Business Services