Financial Services jobs in Greenwich, CT

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Wealth Management Operations Assistant
Aspire Advisors, LLC - North White Plains, NY
$50,000 - $60,000 a year
Growing Registered Investment Advisor firm in White Plains, NY is looking for a self-motivated person to assist with internal operations of the firm....
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Licensed Paraplanner - Financial Services Industry
HRCoach - White Plains, NY
$50,000 - $60,000 a year
Successful candidates will be highly dependable and trustworthy, analytical, have a high level of organizational skills, attention to detail and accuracy,...
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Wealth Management
Apexium Financial LP - New York, NY 10017
$90,000 - $110,000 a year
Very competitive benefits package including employer paid health insurance, 401(k) and base compensation between $90,000 and $110,000 plus annual bonus....
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Wealth Mgmt Banking Specialist

Bank of America - 17,769 reviews - Greenwich, CT 06830  +15 locations
This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients....

Prime Services Representative

Interactive Brokers - 17 reviews - Greenwich, CT 06830
Own and route client issues that are escalated to other departments such as Sales, Clearing, Development, and Technical Support....

Customer Support Coordinator

Onward Search - 16 reviews - Wilton, CT 06897
$35,000 - $42,000 a year
Reporting to the Manager of Customer Support, the Customer Support Coordinator is directly responsible for serving as the initial point of contact for freelance...
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Entry Level Career Opportunities in Finance and Operations

Interactive Brokers - 17 reviews - Greenwich, CT 06830
At Interactive Brokers, you will be part of a dynamic, multinational, fast paced, results oriented team working to provide our customers with state-of-the-art...

Client Service Associate

Morgan Stanley - 1,963 reviews - Purchase, NY  +3 locations
Perform daily operations, client service, and Financial Advisor support. Learn the business and products in order to assist Financial Advisors....

Private Wealth Business Management Analyst

Bank of America - 17,769 reviews - Greenwich, CT 06830
Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through...

Senior Registered Client Service Associate (Alex Brown)

RAYMOND JAMES FINANCIAL - 302 reviews - Greenwich, CT
Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with...

Client On Boarding Representative

Interactive Brokers - 17 reviews - Greenwich, CT 06830
We are searching for bilingual candidates with prior experience in the financial services industry, who can support new customers in a seamless transition to...

UST Private Client Associate

Bank of America - 17,769 reviews - Greenwich, CT 06830
Meet Risk & Compliance requirements as outlined within the firms policies and procedures guide. Trust capabilities and services to clients with complex...

Wealth Management - Private Bank - Banker Associate - Greenw...

JP Morgan Chase - 14,172 reviews - Greenwich, CT 06830
Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through...
Client Associate (Financial Services)
HighTower Advisors - 5 reviews - New York, NY 10017
Previous work experience, including internships involving customer service or financial analysis, is preferred....
Director, Financial Services, Financial Management
KPMG - 3,413 reviews - New York, NY 10154
Lead multiple client service delivery teams in the active execution of engagements to help ensure compliance with firm and practice unit service delivery...

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