Client Advisor Jobs in East Haven, CT

Analyze and enhance compliance in 7(a) and 504 loan file reviews, supporting risk management for SBA. Collaborate with lenders and deliver concise findings to safeguard against compliance deficiencies...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Champion complex analyses of FINRA firms’ communications, collaborating across departments and regulators to ensure compliance, enhance quality, and support training initiatives. Drive strategic proje...

Unlock potential by managing account trading processes, enhancing efficiency through expertise in Orion and Eclipse software. Collaborate with portfolio managers to monitor investments and ensure accu...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Support corporate client relationships by managing expectations, fostering loyalty, and collaborating with internal teams to enhance service delivery. Leverage analytical skills to drive growth and sa...

Lead the charge in managing equity compensation relationships, ensuring client satisfaction through collaboration and expert knowledge, enhancing participant experiences across client segments, and de...

Advance biopharma account growth by leading strategic proposals, fostering collaboration, and developing comprehensive customer insights. Drive innovative accounts development initiatives in a dynamic...

Advance your career by leading strategic initiatives that enhance client engagement across multiple financial service lines, optimizing operations and driving growth through innovative project executi...

Drive cross-functional projects by translating business needs into technical requirements, ensuring successful adoption of solutions across various People Technology platforms, including Workday and T...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Unlock potential by driving client success through account expansion and upselling. Build and maintain strong relationships while collaborating with service delivery to achieve sales goals and deliver...

Unlock potential by navigating complex regulatory landscapes and collaborating with cross-functional teams to ensure compliance, mitigate risks, and enhance control effectiveness in financial services...

Empower financial advisors by providing exceptional client support, managing account records, facilitating transactions, and ensuring compliance in a dynamic environment. Use your skills to enhance cl...

Join a dynamic sales team as a partner to nonprofits, leveraging strategic thinking to drive impactful solutions while exceeding sales targets and nurturing customer relationships in the software spac...

Lead the charge in financial due diligence and advisement, guiding clients through buy-side and sell-side engagements while managing multiple projects seamlessly in a collaborative environment...

Explore a key role in financial due diligence, leading transactions with impactful insights. Manage concurrent engagements and client relationships, delivering quality analyses to support informed bus...

Champion client success through strategic engagement and revenue cycle improvements, driving performance, satisfaction, and growth for enterprise partners while leading operational excellence across h...

Advance your career by owning the Third-Party Risk Management framework. Collaborate with various stakeholders to strengthen compliance, governance, and monitoring of third-party relationships while d...

Oversee third-party risk management initiatives, ensuring compliance and governance across the enterprise. Collaborate with stakeholders to enhance risk assessment and monitoring practices, driving st...

Grow your career by leading client acquisition efforts through strategic inbound and outbound sales. Engage with prospects to build relationships, leverage marketing leads, and drive revenue expansion...

Unlock your potential as a Senior Analyst supporting 340B operations. Drive technical deployments, optimize program compliance, and mentor junior team members while working remotely and collaborating...

Champion the hybrid workplace experience by optimizing workspace management and facilities operations, ensuring seamless service delivery and enhancing employee satisfaction across multiple locations...

Champion large accounts by leveraging relationships and insights to drive strategic business solutions, ensuring customer satisfaction while maximizing team strengths and competitive offerings for enh...

Contribute to impactful trade solutions by guiding clients on customs regulations, developing comprehensive project plans, and offering expert analysis to navigate complex import/export challenges whi...