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/yrOnsiteFull Time
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.
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.
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
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
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.
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
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.
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.
Client Service Associate - Hightower Signature Wealth
Westport, Connecticut, United States
$85k-$100k/yrOnsiteFull Time
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.
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
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.
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.
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.
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
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.
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.
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.
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.