104 client associate jobs at 57 companies in New Britain, CT

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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
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
1mo
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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
3w
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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
1mo
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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
1mo
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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 banking, investment, and financial risk management services.
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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Rehire Client Support Associate
Bridgeport, Connecticut, United States
$16-$18/hr OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provides professional assisted tax preparation and electronic filing services.
Strong interpersonal and communication skills, fast-paced retail experience, basic computer proficiency, troubleshooting ability, and willingness to learn. Customer service or sales experience preferred but not required.
Teladoc
2mo
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Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
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
1d
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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.
Strong interpersonal, problem-solving, organizational, prioritization, adaptability, and attention-to-detail skills; financial services experience and FINRA securities licenses are preferred but not required.
CRM
1mo
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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
2mo
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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)
1mo
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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
2w
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Client Resource Coordinator 2
Rocky Hill, Connecticut, United States
$24-$30/hr OnsiteFull Time
Johnson Controls
Johnson ControlsNYSE: JCI: Provider of smart, healthy, and sustainable building solutions.
2+ YOERequires 2 years of customer service experience, strong communication, service scheduling or coordination experience, intermediate Excel skills, and fast-paced work experience. Associate or bachelor's degree preferred.
SEDU, Microsoft Excel, Oracle
3mo
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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
1w
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Commercial Lines Associate Client Representative
Brewster, New York, United States
$55k-$65k/yr OnsiteFull Time
World Insurance Associates
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
0+ YOE0–2 years commercial P&C experience preferred, HS diploma, obtain state Property & Casualty license within timeframe, proficiency with Microsoft Office and EPIC, strong communication and organizational skills.
EPIC, Microsoft Excel, Microsoft Word
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
2d
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Tax Associate
Springfield or Troy
$14-$18/hr OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
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
6d
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Sales Associate - Clinton, CT
Clinton, Connecticut, United States
OnsitePart Time
Capri Holdings
Capri HoldingsNYSE: CPRI: Designs and retails global luxury apparel and accessories.
Passion for fashion, sales generation, customer service, merchandise knowledge, client relationship building, inventory operations, point-of-sale procedures, and adherence to schedules and training.
1mo
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Financial Wellness Associate
Ludlow, Massachusetts, United States
$19-$28/hr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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
1mo
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Labor & Employment Associate Attorney
Hartford, Connecticut, United States
OnsiteFull Time
Chambliss Law
Chambliss Law: Full-service law firm based in Chattanooga, Tennessee.
2+ YOE2+ years practicing employment law, litigation experience, strong analytical, written and verbal communication, ability to manage files, meet deadlines, and advise clients on HR and compliance matters.