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Investment Associate – Client Services & Portfolio
Job in
South Windsor, Hartford County, Connecticut, 06074, USA
Listed on 2026-02-01
Listing for:
Ion Bank
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A community-focused bank in South Windsor is looking for a dedicated Investment Associate to support Financial Advisors in managing client communications and portfolios. The role demands strong organizational and communication skills along with experience in the financial industry. Key responsibilities include assisting with investments, completing client paperwork, and ensuring compliance with regulations. This position comes with various benefits like a 401k plan and educational assistance.
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Position Requirements
10+ Years
work experience
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