Top 320 Net client Jobs in Connecticut

Private Banking Relationship Manager
The Milford Bank —Milford, CT
- $115,000 - $135,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
18h
Senior Medical Billing & Coding Specialist
The Talcott Center for Child Development —Farmington, CT
- $90,000 - $110,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Licensed Massage Therapist
Hand and Stone Massage and Facial Spa —Norwalk, CT
- $250 - $300 a day
- Part-time
- In-person
- Entry level
- Under 1 year
- Continuing education credits
- Health insurance
Quick Apply
Licensed Massage Therapist
Hand and Stone Massage and Facial Spa —Norwalk, CT
- $250 - $300 a day
- Part-time
- In-person
- Entry level
- Under 1 year
- Continuing education credits
- Health insurance
Quick Apply
6d
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
Licensed Insurance Producer — Top 5% Allstate agency (High Earning Potential).
Allstate Insurance Agency - Daniela Mercado —Stamford, CT
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- Travel reimbursement
- Paid holidays
Quick Apply
Crisis Response Clinician-Crisis Response Services-Dayville, CT
United Services, Inc. - Connecticut —Dayville, CT
- $55,370 - $62,646 a year
- Weekends as needed
- LMFT
- Spanish
- Master of Social Work
- Continuing education credits
- Mileage reimbursement
Quick Apply
Medical Case Manager
Moses / Weitzman Health System —Hartford, CT
- Full-time
- Spanish
- Nursing
- HIPAA
Kitchen Designer/Sales
Christopoulos Designs, Inc. —Bridgeport, CT
- $50,085.71 - $150,000.00 a year
- Temporary
- Inventory management
- No background check
- Mid-level
- 401(k)
Quick Apply
Software Engineer I - Development - Req# 538
COCC —Southington, CT
- $86,000 - $120,000 a year
- Full-time
- Hybrid work
- Computer Science
- Software troubleshooting
- Mid-level
- Wellness program
- Tuition reimbursement
Quick Apply
Crisis Response Clinician-Crisis Response Services- Mansfield, CT
United Services, Inc. - Connecticut —Mansfield Center, CT
- $55,370 - $62,646 a year
- Weekends as needed
- LMFT
- Spanish
- Master of Social Work
- Continuing education credits
- Mileage reimbursement
Quick Apply
Proposals Manager
Robert Half —Bloomfield, CT
- $125,000 - $150,000 a year
- Office
- 3 years
- Master's degree
- Disability insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Everforth —Fairfield, CT
- Full-time
- Research
- Mid-level
- Finance
Quick Apply
7d
Controller
Robert Half —Hartford, CT
- $130,000 - $160,000 a year
- Email
- 5 years
- Mentoring
- US work authorization
- Disability insurance
- Dental insurance
Quick Apply
4d
Controller
Robert Half —Darien, CT
- $120,000 - $140,000 a year
- Office
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Dental insurance
Quick Apply
13d
Legal Secretary
Career Legal —New Haven, CT
- $80,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Editing
- Free parking
- Health insurance
Quick Apply
5d
Wealth Advisor
Everforth —Fairfield, CT
- Full-time
- Research
- Mid-level
- Finance
Quick Apply
7d
Principal Software Architect
Vaco by Highspring —Hartford, CT
- $150,000 - $220,000 a year
- Azure
- Computer Science
- SQL
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Litigation Paralegal – Personal Injury & Complex Litigation
Orion Placement —Greenwich, CT
- $85,000 - $110,000 a year
- Full-time
- 5 years
- Organizational skills
- In-person
- Disability insurance
- Health insurance
Quick Apply
ABA Therapist/Registered Behavior Technician
The Talcott Center for Child Development —Farmington, CT
- $20 - $22 an hour
- Full-time
- Clinic
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply

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Private Banking Relationship Manager

The Milford Bank -
Milford, CT

Quick Apply

Job Details

Full-time
$115,000 - $135,000 a year
18 hours ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial statement analysis
Financial report interpretation
Financial product expertise
Customer relationship management
Financial statement interpretation
Customer support

Full Job Description

Job Summary

Under the direct supervision of the President of The Milford Bank, this role manages, maintains, and develops personal financial services and wealth management solutions for high-net-worth clients, providing tailored financial advice and investment strategies aligned with their goals.

This position requires a working knowledge of Bank products and services to deliver exceptional service, meet customer needs, and maintain customer files in accordance with established Bank policies and procedures, legal and regulatory requirements, and customer satisfaction standards.

Primary Responsibilities include:

· Single point of contact for clients, providing coordinated access to company’s products and services.

· Build and maintain trusted client relationships through regular communication, personalized service, and networking to attract new clients and grow the portfolio.

· Develop, oversee, and monitor customized banking strategies, adjusting recommendations as needed based on market conditions and client objectives.

· Evaluate complex financial documents, assess risk, and develop strategic financial plans that support client needs and goals. Refer clients to appropriate experts in estate planning and tax optimization.

· Provide guidance on wealth management, risk management, and credit solutions.

· Ensure financial activities comply with internal policies, applicable laws and regulations, confidentiality requirements, and ethical standards.

· Stay informed of economic trends, financial products, and opportunities to provide timely, strategic advice.

· Prepare required materials in advance of independent audits and State and Federal examinations.

· Interact professionally with current and prospective customers to support relationship development and service delivery.

· Demonstrate knowledge of digital banking products, services, and customer support practices.

· Maintain the confidentiality of customer financial and personal information.

Other Responsibilities:

The responsibilities described above are intended to outline the general duties associated with this position. The Bank reserves the right to assign additional duties, whether related or unrelated to those listed, as business needs require.

Position Requirements:

· Bachelor’s degree in finance, economics, business administration or equivalent experience.

· 3–5 years of private banking, wealth management, or related financial services experience.

· Ability to work independently, manage priorities, meet deadlines, exercise sound judgment, and analyze financial statements and related information.

· Strong written and interpersonal communication skills.

· Superior customer service skills.

Pay: $115,000.00 - $135,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

net client jobs in connecticut

Private Banking Relationship Manager

Senior Medical Billing & Coding Specialist

Licensed Massage Therapist

Licensed Massage Therapist

Financial and Wealth Management Advisor - Stamford

Licensed Insurance Producer — Top 5% Allstate agency (High Earning Potential).

Crisis Response Clinician-Crisis Response Services-Dayville, CT

Medical Case Manager

Kitchen Designer/Sales

Software Engineer I - Development - Req# 538

Crisis Response Clinician-Crisis Response Services- Mansfield, CT

Proposals Manager

Associate Wealth Advisor

Controller

Controller

Legal Secretary

Wealth Advisor

Principal Software Architect

Senior Litigation Paralegal – Personal Injury & Complex Litigation

ABA Therapist/Registered Behavior Technician

I want to receive the latest job alert for net client in connecticut

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