1mo
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Client Associate
New Haven, Connecticut, United States
OnsiteFull Time
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
1mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
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
3w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
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
4d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
2d
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Client Service Associate
Greenwich, Connecticut, United States
$35k-$61k/yr OnsiteFull Time
High school diploma required (college preferred). Willingness to obtain Series 7/66 or Series 63/65. Advanced Microsoft Office, strong client service, detail orientation, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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Client Services Associate
Stamford, Connecticut, United States
$100k-$120k/yr HybridFull Time
3+ YOE3–5 years structured finance or analytical experience, CLO/ABL exposure preferred; client-facing skills; Microsoft Excel proficiency; BA/BS preferred; strong communication and attention to detail.
Microsoft Excel, Valitana plugin
1w
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Client Engagement Associate
Westport, Connecticut, United States
$65k/yr OnsiteFull Time
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
2d
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Private Bank Client Services Associate
Waterbury, Connecticut, United States
$70k-$80k/yr OnsiteFull Time
3+ YOE3+ years private/commercial/wealth banking or high-net-worth client service experience; strong product knowledge, problem-solving, communication, and operational accuracy; HS diploma required; associate/bachelor preferred.
ACH, Positive Pay
2w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
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
1w
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
4w
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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident.
CRM
2d
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Client Service Associate
Greenwich, Connecticut, United States
$35k-$61k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, strong communication, willingness to obtain Series registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
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Client Service Associate - Private Wealth
Springfield, Massachusetts, United States
$61k-$77k/yr HybridFull Time
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
1mo
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Client Service Associate- Business Center
Riverhead, New York, United States
$22-$26/hr OnsiteFull Time
Deliver exceptional client service, drive commercial and small business deposit growth, perform teller and platform functions, support account onboarding, and comply with BSA/KYC policies.
ATM, cash recycler
2w
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Client Service Associate (Stamford, CT)
Stamford, Connecticut, United States
OnsiteFull Time
1+ YOEBachelor's degree, 1-2 years financial services or fixed income experience, strong MS Office skills, client-facing communication, and ability to manage calendars, databases, and confidential materials.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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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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Associate Client Advisor
Seattle or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Stuart or Washington, D.C.
$80k-$100k/yr HybridFull Time
Bachelor's degree required; 1+ years related business experience preferred; knowledge of trust administration and fiduciary laws preferred; proficiency with Microsoft Office and Salesforce; strong analytical, communication, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
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Client Portfolio Associate – International Equities
St. Petersburg or Boston or Stamford
$130k-$150k/yr HybridFull Time
5+ YOEBachelor's degree with 5–7 years relevant experience in international equities and retail/institutional sales; Series 7 and 63 preferred or ability to obtain; progress toward CFA a plus; strong Excel and Microsoft Office skills; excellent sales, presentation, and analytical abilities.
Microsoft Office, Microsoft Excel, Microsoft Teams
2mo
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Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
0+ YOEHigh school diploma; office experience preferred; securities licensing (Series 7/63/65/66) or ability to obtain within 12 months; excellent customer service; proficient in Word/Excel/PowerPoint/Outlook; team player; detail-oriented; thrives in a fast-paced environment; high ethical standards.
Word, Excel, PowerPoint, Outlook
2mo
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Client Experience & Safety Associate
Hartford, Connecticut, United States
OnsiteFull Time
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.