Wealth Management Client Associate

Job Title: Senior Client Service AssociateVigilant Wealth Management is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our high-net-worth clients, their trusted advisors, and internal stakeholders.Key Responsibilities:Provide...

About the RoleThis position is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and maintaining strong relationships with clients. Key responsibilities include:Providing personalized client service and support to meet the needs of clients and Financial...

Senior Wealth Advisor OpportunityJudson Group is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth individuals and their families.Key Responsibilities:Develop and implement comprehensive wealth management plans...

About Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...

Relationship Manager OpportunityClaire Myers Consulting is seeking a skilled Relationship Manager to support our dynamic boutique wealth management firm in Westport, CT. As a key member of our team, you will play a crucial role in educating clients on financial matters and empowering them to live their best lives.ResponsibilitiesCollaborate with senior...

Job OpportunityWe are a leading investment banking firm with a strong presence in the New York City market, offering a range of services to both retail and institutional clients. Our team is seeking experienced Financial Advisors, Sales Assistants, and Trainees to join our Westport, Connecticut office. As a Financial Advisor, you will be responsible for...

{"title": "Relationship Manager", "content": "Dynamic Wealth Management Firm Seeks Relationship ManagerClaire Myers Consulting is a boutique wealth management firm in Westport, CT, dedicated to educating the community on financial matters and empowering individuals to live their best lives. We design personalized plans and help clients navigate their...

Job OverviewWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Spot On Veterinary Hospital & Hotel. As a key member of our client-facing team, you will be responsible for delivering exceptional patient care and outstanding client service.Key Responsibilities:Provide exceptional customer service to clients and...

Relationship ManagerWe are seeking a highly motivated and detail-oriented Relationship Manager to join our team at Claire Myers Consulting in Westport, CT. As a key member of our wealth management firm, you will play a critical role in supporting our senior advisor and clients in achieving their financial goals.ResponsibilitiesAssist the senior advisor in...

About the RoleThis position is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. Key responsibilities include:Supporting enterprise strategic objectives and operational excellence goals within the FA's businessCustomizing solutions based on the specific needs of the FA and their clientsServing as the...

Relationship ManagerWe are seeking a highly motivated and detail-oriented Relationship Manager to join our team at Claire Myers Consulting. As a key member of our wealth management firm, you will play a critical role in supporting our senior advisor in client meetings, building relationships with clients, and understanding our financial planning...

Job DescriptionWe are seeking a talented Senior Associate Attorney to join our law firm, Brightpath Associates LLC. The ideal candidate will have a strong background in legal tasks, litigation, research, and writing skills.ResponsibilitiesConduct thorough legal research and analysis on various legal issuesDraft high-quality legal documents, including...

Job Title: Sales AssociateWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Lovesac. As a Sales Associate, you will be responsible for providing exceptional customer service, meeting sales goals, and maintaining a positive and engaging store environment.Key Responsibilities:Provide outstanding customer service,...

About Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...

Job OverviewWe are seeking a highly motivated and customer-focused Sales Associate and Assistant Store Manager to join our team at STREETMARC ADV AND MKTG. As a Sales Associate and Assistant Store Manager, you will be responsible for providing exceptional customer service, managing store operations, and driving sales growth. If you have a passion for local...

Job OverviewWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Spot On Veterinary Hospital & Hotel. As a key member of our client-facing team, you will be responsible for delivering exceptional patient care and outstanding client service.Key Responsibilities:Act as the first point of contact for clients,...

Job Title: Seasonal Sales AssociateJenni Kayne is a California-based lifestyle brand that aims to empower an elevated approach to everyday living.We're seeking a Seasonal Sales Associate to join our team and contribute to our mission. As a key member of our sales team, you will be responsible for providing exceptional customer service, driving sales, and...

About Spot On Veterinary Hospital & HotelWe are a state-of-the-art veterinary hospital and luxury pet hotel located in Westport, Connecticut, and Stamford, Connecticut. Our hospital provides veterinary care for every stage of a pet's life, including preventative medicine and specialty medicine. Our pet hotel offers magnificent suites appointed with all the...

Join Our Team of Investment LeadersBridgewater Associates Campus Recruiting is seeking highly motivated and intellectually curious students to join our team of investment leaders as Investment Associate Interns. As a member of our team, you will have the opportunity to work on challenging investment questions, develop your skills in macroeconomics, and learn...

Job DescriptionWe are seeking a highly skilled Senior Associate Attorney to join our law firm, Maya Murphy, P.C. The ideal candidate will have a strong background in legal tasks, litigation, research, and writing skills.Key ResponsibilitiesConduct thorough legal research and analysis on various legal issuesDraft and review legal documents, including...