1mo
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Client Associate
Hartford, Connecticut, United States
OnsiteFull Time
2+ YOEIdeally 2 years client service experience in finance; excellent communication, attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1mo
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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
2w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
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
6d
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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
5d
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Client Service Associate - Private Wealth
Springfield, Massachusetts, United States
$61k-$77k/yr HybridFull Time
2+ YOEAssociate's degree or relevant experience; 2+ years customer service/case management; proficiency with Microsoft Office; pass fingerprint background check; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Copilot, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
3w
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Registered Client Service Associate
Poughkeepsie, New York, United States
$34k-$90k/yr OnsiteFull Time
Requires Series 7 and Series 66 (or Series 63 & 65), high school diploma (college preferred), strong Microsoft Office skills, exceptional client service, and industry/product knowledge; 2+ years industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Registered Client Service Associate
Kingston, New York, United States
$35k-$90k/yr OnsiteFull Time
Requires active industry registrations (Series 7 and Series 66 or Series 63+65). High school diploma required; 2+ years industry experience preferred. Strong client service, communication, organizational skills and Microsoft Office proficiency.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2mo
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Client Experience & Safety Associate
Hartford, Connecticut, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year office/clinic experience; security or law enforcement training preferred; ability to interact respectfully with patients; must pass drug screen and background check.
1w
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Client Service Associate - Hightower Signature Wealth
Westport, Connecticut, United States
$85k-$100k/yr OnsiteFull Time
Customer-facing experience, strong interpersonal and problem-solving skills, attention to detail, ability to manage priorities; financial services experience and FINRA securities licenses desired but not required.
CRM
2mo
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Work From Home - Client Services Associate
Bridgeport, Connecticut, United States
RemoteAll Commitments Available
Desire to help others; strong communication; ability to work independently and in a team; ethical conduct.
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
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
1mo
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Client Care Coordinator
Springfield, Massachusetts, United States
OnsiteFull Time
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)
2w
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
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
1mo
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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
Wilmington or Bridgeport or Amherst
$29-$48/hr HybridFull Time
5+ YOEPerform KYC and onboarding reviews, verify documentation, open and code accounts, escalate risk issues, and manage high-volume workflows; 5+ years combined education/experience required.
1mo
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Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
Wilmington or Bridgeport or Amherst
$29-$48/hr HybridFull Time
5+ YOE5+ years combined education/work experience; performing KYC reviews, validating documentation, opening and coding accounts, escalating risk, managing high-volume workflows; strong attention to detail and analytical skills.
3mo
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Private Client Trusts & Estates Associate - West Hartford, CT
West Hartford, Connecticut, United States
HybridFull Time
3+ YOE3+ years of trusts and estates experience, Connecticut bar admission (or willingness to become admitted), strong client service, writing, advocacy, and collaborative skills; knowledge of estate planning, administration, and tax matters.
2mo
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Full Function Associate
Springfield, Massachusetts, United States
OnsiteFull Time
Sell Paul Davis services; manage projects; coordinate subcontractors; maintain client relationships; ensure timely completion and close contracts.
Xactimate, Symbility
3mo
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Join our Talent Network: Investment Associate
Great Barrington, Massachusetts, United States
$50k-$80k/yr OnsiteFull Time
3+ YOE3+ years Registered Client Associate or related experience; Series 7 and 66 (or 63/65); strong knowledge of equity, fixed income, mutual funds, and retirement products; excellent communication and service skills.
Computers, AdvisoryLink, Money Guide Pro, Salesforce
3d
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Energy Intake Associate
Bridgeport, Connecticut, United States
$19/hr OnsitePart Time
3+ YOECollect and verify LIHEAP applications, interview clients, enter data, refer to community resources, and maintain client confidentiality.