17 client accounting services associate jobs at 12 companies in Meriden, CT
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Provide client service support for Financial Advisors, strong client focus, detail orientation, adaptability to technology, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Private Client Associate - Mystic. CT
Mystic, Connecticut, United States
OnsiteFull Time
1+ YOESeries 7 and Series 66, or Series 7 with Series 63/65, plus at least one year of financial services experience. Requires client-service, communication, organization, and relationship-building skills.
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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Registered Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, strong client service, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Registered Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$45/hr OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), strong client service and investment product knowledge, proficiency with Microsoft Office and Salesforce, and professionalism with discretion.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Financial Services Worker
New Britain, Connecticut, United States
$19-$20/hr OnsiteFull Time
3+ YOEAssociate degree in business, accounting, or related field, or 3 years of documented tax preparation experience. Requires financial services knowledge, organizational and documentation skills, software proficiency, and client service ability.
CAPTAIN
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
2w
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Tax Associate
Centereach or Staten Island
$18-$24/hr OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1d
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Tax Associate
New London, Connecticut, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, completion of the H&R Block Income Tax Course, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business, Finance, or related field; active Series 65, Series 66, or qualifying professional designation; strong business development, communication, organization, and client service skills.
U4, U5
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 65, Series 66, or qualifying professional designation; 1–3 years investment advisory experience preferred; strong business development and client service skills.
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Part Time Associate Banker Long Island East (30 Hours)
Hampton Bays, New York, United States
$25-$30/hr OnsitePart Time
Provide attentive client service, open accounts, handle transactions, use digital banking tools, and perform branch operations; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATMs
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; 1–3 years investment advisory experience preferred; active Series 65, Series 66, or qualifying designation such as CFP; clean U4/U5 history and strong client service skills.
3mo
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Sales Executive - Associate Director, Hartford (Insurance and WAM) (Hartford, CT, US, 06103)
Hartford, Connecticut, United States
$209k-$240k/yr HybridFull Time
12+ YOE10-12+ years of business development/sales in professional services; proven record selling complex digital/tech/managed services to C-suite globally; strong account leadership and client-management skills.
CRM, Sales analytics tools, Social media
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Benefits Account Manager
Farmington, Connecticut, United States
$70k-$75k/yr HybridFull Time
2+ YOE2+ years office experience (2–4 preferred), benefits/HR or client service background preferred; Associate's or Bachelor's preferred; proficiency with BenefitPoint, ImageRight, SharePoint, Employee Navigator, Microsoft Outlook/Word/Excel; must obtain Accident, Health & Life Producer license within 90 days.
BenefitPoint, ImageRight, SharePoint, Employee Navigator, Microsoft Outlook, Microsoft Word, Microsoft Excel
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