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266 client associate jobs at 132 companies in Stratford, CT

5d
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Client Associate
Purchase, New York, United States
$28-$40/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage or client service support experience; customer service, administrative, and Microsoft Office skills; ability to prioritize and work in a regulated financial environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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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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1w
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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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3d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
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.
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3mo
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Client Engagement Associate
Stamford, Connecticut, United States
$85k-$105k/yr HybridFull Time
Valitana
Valitana: SaaS platform for institutional investment analytics and management.
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
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1d
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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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1mo
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Client Service Associate
Garden City, New York, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred); strong client service, organizational and MS Office skills; willingness to obtain Series 7 and Series 66 or Series 63 and 65; industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1w
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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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3mo
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Sr Client Service Associate
Great Neck, New York, United States
$80k-$90k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
3+ YOEBachelor’s degree (or equivalent); 3+ years financial services experience; minimum 1 year as Client Service Associate; strong verbal/written communication; proficient with Microsoft Office; Salesforce familiarity.
Salesforce, Microsoft Office Suite, Excel
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1d
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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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2w
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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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2w
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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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2w
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Registered Client Service Associate
Rye, New York, United States
$78k-$109k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
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.
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3w
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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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1w
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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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4w
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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
Vista Wealth Solutions
Vista Wealth Solutions: Provides holistic financial planning and wealth management services.
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
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3mo
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Client Experience Associate
Huntington or Oyster Bay
$25/hr OnsiteFull Time
Appliance World
Appliance World: Retailer of premium home and luxury kitchen appliances.
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
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6d
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Client Support Associate
Port Washington, New York, United States
$25-$28/hr OnsiteFull Time
Safavieh
Safavieh: Designs and manufactures area rugs and home furnishings.
Coordinate and schedule deliveries, communicate with drivers and customers, handle inquiries via phone/email/text, track and resolve delivery issues; customer service or logistics experience preferred.
Microsoft Office, Google Workspace
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