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110 client associate jobs at 63 companies in Bristol, CT

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Client Associate
New Haven, Connecticut, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
1+ YOE1+ year client service experience preferred (finance), Series 7 and 66 licenses for registered CSAs, strong communication and attention to detail, proficiency in Microsoft Office Suite.
Microsoft Office Suite
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOEPrefer 3-5 years client service experience in finance or a related degree; Series 7 and 66 licenses not required at hire; strong communication, attention to detail, and proficiency with Microsoft Office.
BrassRing, Microsoft Office
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2w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1w
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Client Engagement Associate
Westport, Connecticut, United States
$65k/yr OnsiteFull Time
Freudigman & Billings
Freudigman & Billings: Provides personalized tutoring, test preparation, and educational therapy services.
2+ YOEBachelor's degree required, 2+ years scheduling/admin/client-service experience, proficiency with Google Workspace, scheduling software and Mac systems, strong organization and communication, authorized to work in the U.S., background check required.
Google Workspace, Apple, Mac operating system, scheduling software, data management systems
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2w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
Salesforce
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1w
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Client Service Associate - Private Wealth
Springfield, Massachusetts, United States
$61k-$77k/yr HybridFull Time
MassMutual
MassMutual: Sells life insurance, retirement plans, and investment services.
2+ YOEAssociate's degree or relevant experience; 2+ years customer service/case management; proficiency with Microsoft Office; pass fingerprint background check; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Copilot, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
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3w
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
Bankwell
BankwellNASDAQ: BWFG: Provides commercial and personal banking and lending services.
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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2mo
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Client Experience & Safety Associate
Hartford, Connecticut, United States
OnsiteFull Time
BayMark Health Services
BayMark Health Services: Provides medication-assisted treatment and addiction recovery services.
1+ YOEHigh school diploma or equivalent; 1+ year office/clinic experience; security or law enforcement training preferred; ability to interact respectfully with patients; must pass drug screen and background check.
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2w
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Client Service Associate - Hightower Signature Wealth
Westport, Connecticut, United States
$85k-$100k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
Customer-facing experience, strong interpersonal and problem-solving skills, attention to detail, ability to manage priorities; financial services experience and FINRA securities licenses desired but not required.
CRM
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Work From Home - Client Services Associate
Bridgeport, Connecticut, United States
RemoteAll Commitments Available
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Desire to help others; strong communication; ability to work independently and in a team; ethical conduct.
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3w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: Directly provides mortgage loans for real estate investment properties.
Experience with CRM (Salesforce) and MS Office, strong written and verbal communication, cold calling, attention to detail, ability to work independently and in a team; high school diploma required; associate's or bachelor's in related fields preferred.
Salesforce, Forecasa, LinkedIn, Microsoft Office, LOS
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Client Care Coordinator
Springfield, Massachusetts, United States
OnsiteFull Time
Boca Recovery Center
Boca Recovery Center: Provides addiction treatment and medical detoxification services.
1+ YOEAssociate's degree in psychology, social work, counseling, or related field; 1–2 years behavioral health experience; familiarity with aftercare planning, FMLA/disability documentation, case management, EHR; strong communication and documentation; group facilitation a plus.
Electronic Health Records (EHR)
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3w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: National direct lender for real estate investors.
High school diploma required; associate or bachelor in business/marketing/communications/real estate preferred. Strong communication, cold-calling, attention to detail, CRM (Salesforce) and MS Office proficiency; internship or academic office/phone experience required.
Salesforce, Forecasa, LinkedIn, Microsoft Office
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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
Wilmington or Bridgeport or Amherst
$29-$48/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
5+ YOEPerform KYC and onboarding reviews, verify documentation, open and code accounts, escalate risk issues, and manage high-volume workflows; 5+ years combined education/experience required.
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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
Wilmington or Bridgeport or Amherst
$29-$48/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
5+ YOE5+ years combined education/work experience; performing KYC reviews, validating documentation, opening and coding accounts, escalating risk, managing high-volume workflows; strong attention to detail and analytical skills.
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2mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
Thames Valley Council for Community Action
Thames Valley Council for Community Action: Provides social services and support to disadvantaged community members.
2+ YOEBachelor's plus 2 yrs related experience or Associates plus 4 yrs, or High School plus 5 yrs. Experience in strength-based case management, valid driver's license, strong computer and communication skills.
Tribeware, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Publisher
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3mo
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Private Client Trusts & Estates Associate - West Hartford, CT
West Hartford, Connecticut, United States
HybridFull Time
Day Pitney
Day Pitney: Provides comprehensive legal services for businesses and individuals.
3+ YOE3+ years of trusts and estates experience, Connecticut bar admission (or willingness to become admitted), strong client service, writing, advocacy, and collaborative skills; knowledge of estate planning, administration, and tax matters.
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2mo
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Full Function Associate
Springfield, Massachusetts, United States
OnsiteFull Time
ServiceMaster Contract Services
ServiceMaster Contract Services: Professional janitorial and commercial cleaning services provider.
Sell Paul Davis services; manage projects; coordinate subcontractors; maintain client relationships; ensure timely completion and close contracts.
Xactimate, Symbility
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3mo
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Sales Associate
Stamford, Connecticut, United States
$50k-$81k/yr OnsiteFull Time
Kravet
Kravet: Distributes home furnishings to the professional interior design trade.
Experience in luxury home interiors or showroom sales; strong client relationships; tech-savvy with CRM; good time management.
CRM
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3mo
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Join our Talent Network: Investment Associate
Great Barrington, Massachusetts, United States
$50k-$80k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
3+ YOE3+ years Registered Client Associate or related experience; Series 7 and 66 (or 63/65); strong knowledge of equity, fixed income, mutual funds, and retirement products; excellent communication and service skills.
Computers, AdvisoryLink, Money Guide Pro, Salesforce
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