24 client accounting services associate jobs at 9 companies in Torrington, 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
1mo
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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
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
1mo
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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
2mo
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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
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
2w
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Tax Associate
Fishkill, New York, United States
$16-$20/hr OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools including Copilot and ChatGPT, and provide client service.
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
1w
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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
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; 1–3 years investment advisory experience preferred; strong business development and 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
1mo
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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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