Client Associate, Wealth Management

Job Description Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which rolled out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors...

Job Description Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which rolled out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors...

Job Description Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which rolled out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors...

About AQR Capital ManagementAQR is a global investment management firm built at the intersection of financial theory and practical application. We aim to deliver exemplary, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that hold to rigorous testing. Our focus on practical...

Job Overview – Senior Associate, Wealth Marketing (Asset Management) Compensation: $100,000 – $110,000/year + bonus. Location: Greenwich, CT. Schedule: Monday to Friday (Hybrid). Atlantic Group is hiring a Senior Associate, Wealth Marketing in Greenwich, CT for our client’s asset management firm. This hybrid role executes integrated marketing campaigns...

About AQR Capital ManagementAQR is a global investment management firm built at the intersection of financial theory and practical application. We aim to deliver exemplary, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that hold to rigorous testing. Our focus on practical...

OverviewJob Reference #332723BRCityGreenwichJob TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people?Were looking for a Client Associate to:Keep management systems up-to-date with client informationEducate clients on account services and capabilitiesHelp with the preparation of reports and other materials for client...

Overview Job Reference # BR City Greenwich Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and capabilities Help with the preparation of reports and other materials for...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help with the preparation of reports and other materials for client meetings • Collect the right documentation...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help with the preparation of reports and other materials for client meetings • Collect the right documentation...