1mo
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Client Associate
Hartford, Connecticut, United States
OnsiteFull Time
2+ YOEIdeally 2 years client service experience in finance; excellent communication, attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
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
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
3mo
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Wealth Management Client Associate
Hartford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors, ensure timely materials, assist with risk-aware client servicing; strong communication and computer skills required.
Microsoft Word, Excel, PowerPoint, Salesforce
5d
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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
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.
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
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
1mo
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Client Care Coordinator
Springfield, Massachusetts, United States
OnsiteFull Time
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)
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
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
2mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
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
3mo
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Private Client Trusts & Estates Associate - West Hartford, CT
West Hartford, Connecticut, United States
HybridFull Time
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.
2mo
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Full Function Associate
Springfield, Massachusetts, United States
OnsiteFull Time
Sell Paul Davis services; manage projects; coordinate subcontractors; maintain client relationships; ensure timely completion and close contracts.
Xactimate, Symbility
3mo
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Join our Talent Network: Investment Associate
Great Barrington, Massachusetts, United States
$50k-$80k/yr OnsiteFull Time
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
2mo
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Warehouse Associate
Chicopee, Massachusetts, United States
$19-$23/hr OnsiteFull Time
High school diploma required; 1-2 years retail or warehouse and customer service experience preferred. Duties include inventory, shipping/receiving, order entry/tracking, and client interaction.
1w
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Dispensary Associate
Worcester, Massachusetts, United States
$17-$17/hr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years client-service experience, cash-handling preferred, ability to pass state background check, night and weekend availability, must be 21+ and provide patient-facing education.
3mo
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Wealth Management Associate
Worcester, Massachusetts, United States
$68k-$120k/yr OnsiteFull Time
Support Financial Advisors/ PWAs and teams; client service, business development, and operations; strong interpersonal skills and knowledge of financial products.
MS Office, MS Excel
2w
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Operations Associate - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience; ability to manage inventory, visual merchandising, lift up to 50 lbs, strong communication and organizational skills.
1mo
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Operations Associate - Part Time
Farmington, Connecticut, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-facing experience, strong organization and communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, punctual and reliable.
3mo
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Wealth Management Associate
Worcester, Massachusetts, United States
$68k-$120k/yr OnsiteFull Time
Provide client support for financial advisors, strong knowledge of financial products, MS Office (Excel) proficiency, excellent communication, leadership, organization, and time-management skills.
Microsoft Excel, Microsoft Office, MS Online
3w
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Financial Wellness Associate
Ludlow, Massachusetts, United States
$19-$28/hr HybridFull Time
High school diploma or equivalent; experience developing client relationships, cash handling, Windows PC use, and digital platforms; valid driver's license; notary preferred.
Windows, calculator