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Client Relationship Manager Jobs in Connecticut

1 - 5 of 5
1 - 5 of 5
Search Results - Client Relationship Manager Jobs in Connecticut
SolomonEdwards-New Haven-
strong client and carrier relationships, and supports sales and retention strategies. The Manager serves as a subject matter expert across commercial lines coverages and ensures compliance with regulatory and internal standards. Great opportunity...
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Greenwich (CT)-rockco.com-
including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.  •  Client Relationship Management: Serve as the primary financial...
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SolomonEdwards-New Haven-
team, maintains strong client and carrier relationships, and supports sales and retention strategies. The Manager serves as a subject matter expert across commercial lines coverages and ensures compliance with regulatory and internal standards. Great...
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Active Consulting Services LLC-Greenwich (CT)-
capabilities, exceptional client relationship management skills, and extensive experience handling sophisticated legal matters. This role offers the opportunity to play a critical part in the strategic growth and long-term success of the firm while...
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Fiducient Advisors-Hartford-
in coordination with custodians, banks, and brokerage firms, in strict compliance with firm policies and procedures.  •  Maintain comprehensive client within a client relationship management system, trading platforms, and internal client account records.  •  Deliver...
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