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The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (ME). Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.
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Experience with RIA/Wealth management policies, procedures, and client service. Comfortable with technology, software tools, and applications:Able to learn new software quicklyExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platformsExperience with planning tools such as eMoney, MoneyGuidePro, or similar softwareStrong MS Excel and PowerPoint skillsBasic knowledge of database concepts, and any type of programmingWorking knowledge of Photoshop, HTML design, and/or similar tools.
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Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
$159,570.19 - $265,950.31 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Rye Harrison Veterinary Hospital in Rye, NY has an immediate need for an Associate Veterinarian that values exceptional client service and appreciates a family-like culture! Currently, we are seeking an individual (or individuals) to join our practice on either a regular part-time or full-time basis.
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Marc Fisher’s IT team is seeking a Senior Enterprise Resource Planning (ERP) Administrator with a strong focus on project management, software upgrades, and programming capabilities, particularly in SQL.
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What you’ll doAs a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We welcome those with experience in jobs such as Field Client Relationship Manager, Home Buyer s Consultant, and Bilingual Customer Service and others in the Accounting and Finance to apply.
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Litigation Management: Manage and oversee real estate-related litigation, including disputes with clients, tenants, contractors, and other parties. Building and Land Technology (BLT- is a privately held real estate private equity, development and property management firm based in Stamford, CT. Founded in 1982, BLT is vertically integrated and has invested, developed, owned and managed over five million square feet of commercial space and over 10,000 residential units.
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We are looking to add an Guest Service Associate (GSA) to our family. No matter which area of the business you support or which brand you decide to advance within our food service concepts, Alltown Fresh, Ramuntos, D'Angelos, Subway, Aroma Joes, or even our convenience brands, XtraMart, Honey Farms, Fast Freddies, Mr Mikes, Alltown, Jiffy Mart, Gulf, Honey Dew, Mobil Mart, Verc, Convenience Plus Brands, we know your contributions will be extremely valued and rewarded.
$15 - $16 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Provide continuous feedback to store management team on store selling opportunities and successes. Qualifications for the PositionPrior retail or client service experience in the fashion or retail industry preferred.
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Contract Management : Review, and draft various real estate contracts, including but not limited to purchase agreements, lease agreements, and development agreements. As the Associate General Counsel at BLT, you will play a critical role in managing legal matters related to our real estate business.
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This role is primarily focused on Human Resource (HR) and Legal services and will also support other corporate business units such as Finance (Corporate Controller’s Group, Corporate Development & Strategy, Financial Planning and Analysis, Global Real Estate, Revenue & Deal Operations, Tax, Transformation Office, Travel and Treasury) with agreements for professional services, recruiting, training, consulting and SaaS solutions.
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Our Total Rewards Program is ranked as one of the highest satisfiers based on our employee engagement surveys. Stamford Health is looking for a Fulltime Director of Financial Planning and Analysis.
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Collaborates with HR Business Partners to ensure that talent and performance management processes and programs including goal setting, performance management, development plans, succession planning, and organizational review are well executed to maximize impact to organizational effectiveness, talent development and critical organizational capabilities.
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wealth management client service associate estate planning on jobs in Stamford, CT
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