Current jobs related to Financial Services Associate - Greenwich, Connecticut - Kovitz

  • Financial Services Associate

    2 weeks ago

    Greenwich, Connecticut, United States Kovitz Full time

    Associate AdvisorKovitz is seeking a highly motivated and detail-oriented Associate Advisor to join our team in Greenwich, CT. As an integral part of our team, you will play a key role in supporting the vision, positive culture, and team spirit.Key Responsibilities:Build and maintain strong relationships with clients in partnership with Senior Financial...

  • Financial Services Professional

    5 days ago

    Greenwich, Connecticut, United States Fidelity Investments Full time

    Financial Services ProfessionalAt Fidelity Investments, we're seeking a skilled Financial Services Professional to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, offering personalized planning and mentorship while helping to extend the reach of our firm's brand. With our open architecture product platform and...

  • Financial Services Liaison

    1 week ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionAs a Financial Services Liaison at Interactive Brokers, you will serve as a key point of contact for our top-tier clients, including financial advisors, premium retail customers, financial institutions, and hedge funds. Your primary responsibility will be to provide solutions to inquiries while ensuring compliance with all policies, practices,...

  • Financial Services Liaison

    2 weeks ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job Title: Professional Services RepresentativeAs a Professional Services Representative at Interactive Brokers, you will play a critical role in providing exceptional support to our top-tier clients, including financial advisors, premium retail customers, financial institutions, and hedge funds.Key Responsibilities:Act as a liaison between clients and our...

  • Financial Services Representative

    2 months ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionKey Responsibilities:Act as a liaison to high-net-worth clients, including financial advisors, premium retail customers, financial institutions, and hedge funds, providing solutions to inquiries while adhering to all policies, practices, and procedures.Manage complex problems with a focus on wide-scale service issues, utilizing core...

  • Financial Services Liaison

    1 week ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Liaison to join our team at Interactive Brokers. As a key member of our client services team, you will be responsible for providing exceptional support to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.Your...

  • Financial Sales Associate Trainee

    1 week ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionInteractive Brokers is seeking a Sales Trainee to join our team in the financial services industry.This role will provide the opportunity to acquire skills in taking on new and existing customers, assisting them with purchases, and taking calls. Working in our client services departments, the Sales Trainee will eventually become the point of...

  • Financial Services Professional

    3 weeks ago

    Greenwich, Connecticut, United States Tempus Advisors Full time

    Financial Advisor OpportunityTempus Advisors, an independent wealth advisory practice affiliated with Raymond James, is seeking a growth-focused Financial Advisor to join our team. Our practice is dedicated to delivering comprehensive financial planning solutions tailored to our clients' diverse needs and objectives.Position Overview: This dynamic position...

  • Financial Sales Associate Trainee

    5 days ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Interactive Brokers is seeking a talented Sales Trainee to join our team. As a Sales Trainee, you will be responsible for assisting clients with purchases and taking calls. You will work closely with our client services department to ensure a great overall client experience.Key responsibilities include:Assisting clients with purchases and taking callsWorking...

  • Financial Sales Associate Trainee

    1 month ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Unlock Your Career in Financial SalesInteractive Brokers is seeking a talented Sales Trainee to join our dynamic team. As a Sales Trainee, you will have the opportunity to develop your skills in customer service, sales, and financial analysis.Key Responsibilities:Provide exceptional customer service to clientsAssist clients with purchases and take...

  • Financial Sales Associate Trainee

    2 weeks ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Unlock Your Potential in Financial SalesInteractive Brokers is seeking ambitious college graduates to join our sales team as a trainee. This exciting opportunity will equip you with the skills and knowledge to succeed in the financial industry.About the RoleAs a sales trainee, you will be responsible for assisting clients with purchases, taking calls, and...

  • Financial Services Operations Specialist

    4 days ago

    Greenwich, Connecticut, United States Tandym Group Full time

    A leading financial services firm, Tandym Group, is seeking a highly skilled Financial Services Operations Specialist to join their team in Connecticut.Key Responsibilities:Manage cash flows and handle clearing and settlements.Assist with daily reconciliations, monthly close packages, and annual financial statement preparation.Interact with prime brokers,...

  • Financial Services Representative

    3 weeks ago

    Greenwich, Connecticut, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key player in our expanding agency, you'll have the opportunity to excel in a dynamic and supportive environment.What We OfferIn-Bound Leads Only: Focus on high-quality leads, eliminating the...

  • Financial Consultant

    2 weeks ago

    Greenwich, Connecticut, United States Fidelity Investments Full time

    Unlock Your Potential as a Financial ConsultantAt Fidelity Investments, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll play a critical role in providing expert guidance and personalized planning to our clients, helping them navigate the complexities of the financial markets.The Expertise We're Looking...

  • Financial Consultant

    2 weeks ago

    Greenwich, Connecticut, United States Fidelity Investments Full time

    Unlock Your Potential as a Financial ConsultantAt Fidelity Investments, we're seeking a talented Financial Consultant to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, providing personalized planning and mentorship to help them achieve their financial goals.Key Responsibilities:Develop and implement...

  • Chief Financial Officer

    3 weeks ago

    Greenwich, Connecticut, United States Family Centers Full time

    Chief Financial OfficerFamily Centers is seeking a highly skilled and experienced Chief Financial Officer to lead our financial operations and ensure the long-term financial health and sustainability of our organization.About the Role:Provide strategic financial leadership and direction to the organizationDevelop and implement financial plans, budgets, and...

  • Chief Financial Officer

    1 month ago

    Greenwich, Connecticut, United States Family Centers Full time

    Chief Financial OfficerFamily Centers is seeking a highly skilled and experienced Chief Financial Officer to lead our financial affairs and ensure the long-term sustainability of our mission-driven work.About the Role:Oversee the financial planning, budgeting, and forecasting processes to ensure accurate and timely financial reporting.Develop and implement...

  • Chief Financial Officer

    1 week ago

    Greenwich, Connecticut, United States Family Centers Full time

    About the Role:The Chief Financial Officer (CFO) at Family Centers Inc. will play a pivotal role in shaping the financial future of our mission-driven organization. As the CFO, you will oversee the financial health and sustainability of the agency, enabling us to expand our reach and deepen our impact.Key Responsibilities:Accurately account for the agency's...

  • Financial Services Professional

    1 month ago

    Greenwich, Connecticut, United States Tandym Group Full time

    Assistant Controller Job DescriptionTandym Group is seeking an experienced and collaborative professional to join their staff as an Assistant Controller. In this role, the Assistant Controller will work within a team responsible for managing the accounting, financial reporting, and internal controls for lending funds.Key Responsibilities:Assist in the...

  • Senior Wealth Advisor

    5 days ago

    Greenwich, Connecticut, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to...

Financial Services Associate

2 months ago

Greenwich, Connecticut, United States Kovitz Full time

POSITION SUMMARY

Kovitz is seeking a dedicated Financial Services Associate to enhance our operations. This role is crucial in fostering client relationships and ensuring exceptional service delivery. The ideal candidate will be a strong communicator and a proactive team player, committed to supporting our organizational goals and maintaining a positive work environment.

KEY RESPONSIBILITIES

  • Develop and nurture client relationships alongside Senior Financial Advisors.
  • Participate in client meetings led by Senior Financial Advisors and independently manage client interactions when necessary.
  • Ensure thorough execution and documentation of action items for clients.
  • Adopt the firm’s investment philosophy and provide clients with educational insights and recommendations.
  • Assist Senior Financial Advisors in gathering data and inputting it into financial planning tools.
  • Address client inquiries and service requests independently.
  • Support clients in executing agreed-upon financial strategies.
  • Facilitate trading processes for client transactions.
  • Collaborate on transitioning existing clients to allow Senior Financial Advisors to focus on growth initiatives.

QUALIFICATIONS AND SKILLS

  • A bachelor’s degree or relevant experience is preferred.
  • 2-3 years of experience in a financial services environment, with a solid understanding of financial planning principles and industry regulations.
  • Familiarity with various Custodian Platforms (e.g., Pershing, Fidelity, Schwab).
  • Proficiency in CRM, financial planning, and portfolio management software is highly desirable.
  • Demonstrated leadership capabilities.
  • Strong academic credentials and professional experience.
  • Excellent communication and presentation abilities.
  • Meticulous attention to detail, well-organized, and a sense of urgency.
  • Ability to efficiently manage multiple tasks.
  • Proficient in Excel and Microsoft Office applications.
  • Strong analytical skills with the capacity to navigate complex issues.
  • A collaborative team member.
  • Possession of a Series 65 license is required for this position; candidates should pursue this certification shortly after commencement of employment if not already held.

ADDITIONAL INFORMATION

  • Employment Type: Full-Time
  • Direct Reports: None