39 client accounting services associate jobs at 12 companies in Putnam, CT
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
1mo
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Westborough, Massachusetts, United States
$25-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (or 63/65), advanced industry knowledge, client-service orientation, strong communication, and ability to learn new technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Part-time Registered Client Service Associate - Springfield, MA
Springfield, Massachusetts, United States
$10k-$55k/yr OnsitePart Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred; requires SIE and Series 7, with Series 63, 65, or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
2mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Tax Associate
Springfield or Troy
$14-$18/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
3w
Save
Mark Applied
Hide
Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Wealth Management Associate
Canton, Massachusetts, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3–5 years financial services experience, strong client service and communication skills, proficiency in Microsoft Office and Excel, interest in pursuing CFA/CFP helpful.
Microsoft Office, Microsoft Excel
1w
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
Senior Associate Wealth Advisor
Needham, Massachusetts, United States
$125k-$140k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years of financial services experience, CFP or equivalent required, and expertise in financial analysis, investment, risk, tax, estate planning, and client development.
CRM, LinkedIn
3w
Save
Mark Applied
Hide
Mail Operations Representative
Newton or Needham
OnsiteFull Time
0.5+ YOEExperience with mail operations, document capture, and client service; associate or bachelor\u0002s preferred; 6 months professional experience preferred; strong attention to detail and problem-solving.
3mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Explore Jobs