Financial Associate jobs in Fairfield, CT

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Mid-Level Client Business Services Associate
Private Client Resources, LLC - Wilton, CT
$70,000 a year
Bachelors Degree in Finance, Accounting or related field, 3 - 5 or more years’ experience in the financial services industry with demonstrated basic knowledge...
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Physician Financial Analyst
Prepares and distributes monthly financial statements. Responsible for monthly financial reports, financial statement, budget reports, productivity reports, and...
Administrative Associate I
Cedar Point Financial Services - Westport, CT 06880
Role and Responsibilities * Review and process new applications from entry to policy placement * Schedule and order medical; nonmedical tests or other data
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Associate Financial Representative

Northwestern Mutual - 1,097 reviews - Norwalk, CT
As a Financial Rep Associate you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and...
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Wealth Management Associate

Morgan Stanley - 1,780 reviews - Westport, CT  +1 location
May utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction with the...

Financial Analyst

Terex Corporation - 185 reviews - Westport, CT 06880
Analyst, Corporate Financial Planning & Analysis. Vice President, Corporate Financial Planning & Analysis. The Analyst, Corporate Financial Planning & Analysis...

Registered Client Associate

Bank of America - 16,050 reviews - Fairfield, CT 06824  +3 locations
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's)....

Client Service Associate - Wealth Management Firm

Mercer Advisors - 7 reviews - Fairfield, CT
Collecting and preparing initial financial data for financial planning meetings. CFP® candidate or financial services industry experience....

Credit Collections Associate

KONE - 277 reviews - Trumbull, CT
Liaison with HQ functional areas of Law, Contract Mgmt., Billing and Financial Services. This position is responsible for managing the branch collections...

Financial Analyst - Regulatory Reporting, Controllership

American Express - 3,707 reviews - Stamford, CT
We work extensively with our own market financial controllers, subject matter experts, consolidations, General Counsel’s Office, and external regulators....

Specialist, SCI Financial Reporting & Analysis

Save the Children - 208 reviews - Fairfield, CT
Assist Associate Director with projects on as needed basis to ensure the integrity of SCI financial data....

Operational Client Service Associate

Rockit Solutions - Stamford, CT
Rockit® Solutions is a leading data aggregation and reporting solution for single-family & multifamily offices, registered investment advisors, private trust...
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U.S. Trust Private Client Associate

Bank of America - 16,050 reviews - Greenwich, CT 06830  +1 location
Key Responsibilities of a Private Client Associate:. Clients are served by teams of experienced advisors offering a range of financial products and services,...
Personal Lines Account Executive
Executive Insurance & Financial Services - Bohemia, NY 11716
Come Grow with us! After years of taking care of our clients they continue to take care of us by referring us. We have too much business to handle and
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Client Service Associate
Northwestern Mutual Life - Norwalk, CT
Qualifications of Client Service Associate*. Primary Responsibilities of Client Service Associate*. Join a team of 3 to support a Wealth Management Advisor in...
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