1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
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
4d
Save
Mark Applied
Hide
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.
3mo
Save
Mark Applied
Hide
Client Engagement Associate
Stamford, Connecticut, United States
$85k-$105k/yr HybridFull Time
2+ YOE2–4 years in client engagement or related field; Bachelor’s in Finance, Business, or Communications; strong organization and communication skills; Excel proficiency; SaaS and CRM experience preferred.
Microsoft Excel, Salesforce, CRM
2d
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Client Service Associate
Purchase, New York, United States
$58k-$115k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented with strong Microsoft Office skills, client service experience, and willingness to obtain securities Series licenses (Series 7, 66, 63 or 65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Rye, New York, United States
$78k-$109k/yr HybridFull Time
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.
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Rye, New York, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, client-facing with operations/compliance interest, strong communication, time management, analytical skills; knowledge of investments, banking, and credit products; Series 7/63/66 licenses or willingness to acquire.
2w
Save
Mark Applied
Hide
Client Service Associate / Sr. Client Service Associate
Deer Park, New York, United States
$70k-$80k/yr OnsiteFull Time
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
1w
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
4w
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Client Experience Associate
Huntington or Oyster Bay
$25/hr OnsiteFull Time
1+ YOEAt least 1 year of customer-facing experience; proficient with Google Docs/Sheets/Excel; strong communication and multitasking; high school diploma or GED.
Google Docs, Sheets, Excel
5d
Save
Mark Applied
Hide
Private Client Associate
Melville or Bridgehampton or Jersey City or Summit
$33-$41/hr HybridFull Time
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.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Explore Jobs
Expand Your Job Search
Top Cities Near New Haven for Client Associate
- Client Associate jobs in Bridgeport, CT
- Client Associate jobs in Stamford, CT
- Client Associate jobs in Hartford, CT
- Client Associate jobs in Waterbury, CT
- Client Associate jobs in Norwalk, CT
- Client Associate jobs in Danbury, CT
- Client Associate jobs in New Britain, CT
- Client Associate jobs in West Hartford, CT
- Client Associate jobs in Bristol, CT
- Client Associate jobs in Meriden, CT
- Client Associate jobs in Hamden, CT
- Client Associate jobs in Fairfield, CT
- Client Associate jobs in White Plains, NY
- Client Associate jobs in West Haven, CT
- Client Associate jobs in Milford, CT
- Client Associate jobs in Stratford, CT
- Client Associate jobs in East Hartford, CT
- Client Associate jobs in Middletown, CT
- Client Associate jobs in Enfield, CT
- Client Associate jobs in Shelton, CT