Registered Client Associate Jobs in Connecticut

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94 Connecticut Registered Client Associate jobs found on Monster.

Jobs 1 to 20 of 94
Royal Bank of Canada Glastonbury, CT, 06033
City: Glastonbury Address: 200 Glastonbury Blvd., Suite 103 Work Hours/Week: 40 Work Environment: Regional Office Employment Type: Regular - U.S. Pay Type: Salaried Exempt/Non-Exempt: Non-Exempt % Travel Required: 0 People Manager: No Job Posting End Date: 11/21/2014 Reports to: Administrative Complex Manager Department: Private Client Group PURPOSE Provides administrative and operatio...
Royal Bank of Canada Hartford, CT, 06183
City: Hartford Address: 20 Church Street, Suite 2300 Work Hours/Week: 40 Work Environment: Regional Office Employment Type: Regular - U.S. Pay Type: Hourly Exempt/Non-Exempt: Non-Exempt % Travel Required: 0 People Manager: No Job Posting End Date: 11/22/2014 PURPOSE Provides administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such res...
Bank of America Fairfield, CT
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
Bank of America Fairfield, CT
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
Bank of America Hartford, CT
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
Bank of America Corporation Fairfield, CT, 06430
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
Stifel Nicolaus Hamden, CT, 06518
SUMMARY OF RESPONSIBILITIES Under general supervision, assists Financial Advisor with the maintenance of customers’ accounts and performs a wide variety of administrative support duties. Receives and enters trade information. MAJOR DUTIES Maintains accurate customer account records. Assists in the opening of customer accounts. Processes customer account changes. Provides quotes and other inf...
Bank of America Corporation Hartford, CT, 06183
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posse...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You per...
UBS Financial Services Stamford, CT, 06901
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
UBS Financial Services Hartford, CT, 06183
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You per...
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional servi...
The Donna Karan Company LLC, one of the world’s leading fashion houses, seeks a Sales Supervisor for its Clinton, CT location. Sales Generation Meet personal and store sales goals Continue to develop personal sales techniques and assist in the development of associates’ sales techniques to maximize sales Utilize and support the “7 Steps of Selling” to maximize sales performance Demonstrate an...
We are looking for an Investor Services/Fund Administration Senior Representative for our Windsor, CT location. Responsibilities Include: Processing and reporting investor transactions including subscriptions, redemptions and transfers and the associated money movement Reviewing and approving Anti-Money Laundering tests pursuant to US and Cayman regulations Reviewing and approving due diligenc...
Bright Horizons L.P West Hartford, CT
Registered Associate Job Number:: 3036685 Posting Date: Oct 27, 2014 Primary Location: Americas-United States of America-Connecticut-West Hartford Education Level: Refer to Position Description Job: Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DU...
Bright Horizons L.P West Hartford, CT
Registered Associate Job Number:: 3037448 Posting Date: Nov 17, 2014 Primary Location: Americas-United States of America-Connecticut-West Hartford Job: Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and RESPONSIBILITIES: · Client contact inc...
Morgan Stanley West Hartford, CT
POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists. · Create spreadsheets and other financial reports. · Use Morgan Stan...
CHALLENGE YOUR ENTREPRENEURIAL SPIRIT Prudential's entrepreneurial spirit can offer you the best of both worlds...the freedom of running your own business, coupled with the support of a respected global company. It's a chance to be in business for yourself, not by yourself, while helping others achieve their lifelong goals, too. Financial Professional Associate Career Development Program ENJOY...

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Sales Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Connecticut
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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