1mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2d
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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.
2w
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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
3d
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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.
3mo
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Registered Client Service Associate
Providence, Rhode Island, United States
OnsiteFull Time
High school diploma required; active Series 7 and Series 66 (or Series 63 and 65) preferred. Advanced Microsoft Office skills, knowledge of financial products, strong client service and communication skills. 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
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
3mo
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Registered Client Service Associate
Providence, Rhode Island, United States
OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; Series 7, Series 66 or Series 63/65 licenses; 2+ years industry experience.
Microsoft Office, MSOnline, eSign, eAuthorization
2d
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Work From Home - Client Services Associate
Warwick, Rhode Island, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work and Zoom interviews.
Zoom
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
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
2mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
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
2mo
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Relationship Development Associate
Lincoln, Rhode Island, United States
OnsiteFull Time
1+ YOEManage account portfolio, upsell to existing clients, conduct quarterly reviews, and engage executives to grow revenue.
Salesforce, Microsoft Office
2w
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Operations Associate - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience; ability to manage inventory, visual merchandising, lift up to 50 lbs, strong communication and organizational skills.
1w
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Financial Wellness Associate
Coventry, Connecticut, United States
$19-$28/hr OnsiteFull Time
High school diploma or equivalent; experience developing client relationships, sales and cash handling; familiarity with digital banking; valid driver's license; Notary within 180 days preferred.
2w
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Operations Associate - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-facing experience; able to lift up to 50 lbs; strong organization, communication, and time-management skills; quick learner of product knowledge; available nights, weekends, and holidays.
1mo
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Full-Time Associate Veterinarian - Providence, RI
Providence, Rhode Island, United States
OnsiteFull Time
1+ YOEDVM or equivalent; active license or ability to obtain; 1+ year small-animal experience; strong communication and client relations.
2mo
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Associate Manager PT under 20 hours
Clinton, Connecticut, United States
$18-$20/wk OnsitePart Time
Strong client service, sales goals, KPI mastery; leadership, planning, coaching; flexible availability including nights/weekends/holidays.
2w
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Part Time (30 Hours) Associate Banker, Glastonbury Branch, Glastonbury, CT
Glastonbury, Connecticut, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and maintain accounts, use banking technology, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
4d
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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yr RemoteFull Time
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word