Jobs near Norwalk: 2,023

RS

Relevance Score ranked on: CLIENT SERVICE

Client Service Associate

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindse...

Search Terms: Client Service, Associate, Client Support, Service, Skills

87.4

11mi

Updated: July 28

FX PB Client Services Associate

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business....

Search Terms: Client Service, Associate, Brokerage, Monitoring, Client Relations

85.4

6.3mi

Updated: July 18

Client Service Specialist

We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a...

Search Terms: Client Service, Specialist, Service, Business Services, Benefits

84.7

6.3mi

Updated: July 10

Registered Wealth Management Client Associate

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, incl...

Search Terms: Client Associate, Management, Wealth, Registered, Financial Advisor

75.4

10mi

Updated: July 21

Wealth Management Client Associate

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, incl...

Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service

75

6.3mi

Updated: July 07

Assurance Director

The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These addition...

Search Terms: Director, Assurance, Client Service, Business Operations, Accounting

74.3

6.3mi

Updated: June 22

Assurance Director

The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These addition...

Search Terms: Director, Assurance, Client Service, Business Operations, Accounting

74.3

6.3mi

Updated: June 22

Wealth Management Client Associate

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, incl...

Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service

74.2

10mi

Updated: July 08

Sales and Service Leader - Full Time

As a Sales and Service Leader, you’ll harness your love for beauty and become the leader you are meant to be. You’ll be a key driver of store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching, collaboration, and a passion for beauty, you’...

Search Terms: Leader, Sales, Client Service, Service, Operations

74.2

11mi

Updated: July 11

Wealth Management Client Associate

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, incl...

Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service

73.3

10mi

Updated: June 18

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