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212 client associate jobs at 121 companies in Milford, CT

2d
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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
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1mo
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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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1mo
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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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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
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5d
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Client Service Associate
Greenwich, Connecticut, United States
$35k-$61k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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Client Services Associate
Stamford, Connecticut, United States
$100k-$120k/yr HybridFull Time
Valitana
Valitana: SaaS platform for institutional investment analytics and management.
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
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3d
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
NFP
NFP: Provider of insurance brokerage, benefits, and wealth management services.
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication. Requires strong organizational skills, Microsoft Office and CRM proficiency, and willingness to learn custodial platforms.
Microsoft Office Suite, CRM, custodian websites
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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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Associate Client Advocate
New York or Boston or Short Hills or Philadelphia or Hartford
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience; knowledge of coverage forms and renewal process; negotiation, relationship, project management, and presentation skills; Microsoft Office proficiency; must maintain active P&C broker license.
Microsoft Office
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5d
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Private Bank Client Services Associate
Waterbury, Connecticut, United States
$70k-$80k/yr OnsiteFull Time
Webster Financial
Webster FinancialNYSE: WBS: Provides regional commercial and consumer banking and financial services.
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
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Senior Registered Client Associate
Darien, Connecticut, United States
$35-$52/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years brokerage/client service experience; FINRA Series 7 and 63 required; strong client service, administrative, and Microsoft Office skills; ability to prioritize and work in a regulated environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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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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Registered Client Service Associate
Rye, New York, United States
$78k-$109k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, client-facing with knowledge of investments, strong communication, organizational and analytical skills; Series 7/63 or 7/66 licensure or willingness to acquire; bachelor’s degree or equivalent experience preferred.
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Client Service Associate - Massapequa, NY
Wantagh or Massapequa or New York
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years financial industry and client service experience; strong organizational and communication skills; familiarity with account paperwork, onboarding, and client support; preferred Series 7 and financial planning background.
CRM, ACATs
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Client Service Associate / Sr. Client Service Associate
Deer Park, New York, United States
$70k-$80k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
3+ YOE3+ years industry experience, Series 7 and 66 (or 63 and 65), custodial experience (Schwab or Fidelity), bachelor�s degree or equivalent, Microsoft Office and Salesforce proficiency, strong communication and data accuracy.
Microsoft Office, Salesforce, Workday
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
NatWest Group
NatWest GroupLondon Stock Exchange: NWG: Provides retail, commercial, and private banking services.
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
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2mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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1d
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Client Service Associate
East Meadow, New York, United States
$18-$19/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
Perform mailroom, print and office support; lift/move boxes up to 40 lbs; attention to detail; basic shipping knowledge; willingness to learn spreadsheets and document preparation.
Microsoft Excel, Microsoft Word
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Private Client Associate
Melville or Bridgehampton or Jersey City or Summit
$33-$41/hr HybridFull Time
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants: Provides insurance brokerage and risk management consulting services.
College graduate or equivalent; P&C insurance license required or may be obtained after hire; strong oral/written communication, problem-solving, organizational skills; independent user of technology.
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