- HUB International (Waterford, CT)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest ... you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the...We currently have an opportunity for a **Technical Support Associate ** to join our **Commercial Lines** team **.** **Overview**… more
- Wells Fargo (Salt Lake City, UT)
- …Brokerage Client Assistant - RCAST as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo ... various administrative tasks + Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage ...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients....your career to focus on providing the most excellent client experience. Requirements . Minimum 3-5 years of experience… more
- CH Robinson (Oakbrook Terrace, IL)
- …team, giving you hands-on experience in driving business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will ... your career in business development and account management? Join us as an Associate Portfolio Executive intern at CH Robinson, where you'll play a crucial role… more
- BlackRock (San Francisco, CA)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family ... to endowments and foundations. **About this Role** We are looking for an Associate Product Manager within our SMA Solutions Product Management team This role will… more
- Wellington (Needham, AL)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... Wealth business. Key responsibilities will include: + Support fulfillment...support the '40 Act Platform + Support negotiation of service provider agreements, including distribution agreements, administration agreements and… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and ... Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other...businesses, our team is at the forefront of redefining service standards. As a Sales Strategy Support Analyst of… more
- HUB International (Hato Rey, PR)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you...**The Opportunity** Join us today as a Employee Benefits Client Executive! HUB PR's Client Executive manages… more
- HUB International (Hato Rey, PR)
- …center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you with competitive and ... career satisfaction. **The Opportunity** Join us today as a Client Executive Assistant! HUB PR's Client Executive...works closely with the Account Executive to ensure top-tier service . CEA will partner with the Commercial Lines Account… more
- BlackRock (Sausalito, CA)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family ... for consistency and transparency . Contribute to initiatives that enhance overall client experience and service delivery . Support automation and efficiency… more