1mo
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Client Service Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
2+ YOE2+ years operations or service experience in financial services preferred; bachelor's degree preferred. Strong operational/process knowledge, customer service, communication, prioritization, escalation awareness, and continuous learning.
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.
3mo
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Client Specialist
Wainscott, New York, United States
$20/hr OnsitePart Time
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness; must be 18+, available mornings/afternoons/evenings including weekends and holidays.
POS
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
1w
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Client Services Representative
Westport, Massachusetts, United States
$18-$21/hr OnsiteFull Time
1+ YOEMinimum 1 year of customer service experience in veterinary medicine; strong communication, multitasking, client management, recordkeeping, scheduling and payment processing skills.
4d
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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.
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide customer-facing reception, appointment scheduling, payment processing, client education, basic hospital maintenance, and medical record management in a veterinary practice.
2w
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Client Specialist
Cranston, Rhode Island, United States
OnsitePart Time
Retail sales experience, strong communication and organizational skills, technological aptitude with POS/computer/iPad/handheld systems, availability 20–29 hours/week, flexible schedule including evenings/weekends/holidays, ability to lift 40 lbs.
POS, computer, iPad, handheld
4w
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Client Care Coordinator
Middletown or Meriden
$22/hr OnsiteFull Time
2+ YOEHigh school diploma and 2 years progressive experience required (bachelor's preferred). Duties include client engagement, DOC/CSSD liaison, Medicaid assistance, data entry (CDCS), reporting, strong written/verbal communication and attention to detail.
CDCS, CSSD Reporting system
3mo
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Client Service Specialist
Madison, Connecticut, United States
$52k-$65k/yr OnsiteFull Time
2+ YOEBachelor’s degree (or equivalent) and 2-6 years client service or operations experience in wealth management; proficient in Microsoft Office; CRM experience; knowledge of financial accounts and investments; strong organization and communication.
Microsoft Office, CRM systems, Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Client Service Coordinator Glastonbury
Glastonbury, Connecticut, United States
$17-$22/hr OnsitePart Time
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative and financial tasks, strong communication, multi-tasking, computer skills, ability to lift up to 50 lbs; HS diploma preferred; 1 year related experience required.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide front-desk customer service including greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness; prior CSR experience preferred.
Workday
5d
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Director, Client Relations
El Dorado Hills or South Windsor or Edgewood or Coppell or Kansas City
$125k-$135k/yr HybridFull Time
6+ YOE2+ Mgmt6+ years client-facing service experience, 2+ years team leadership, strong MS Office skills, project/process management, financial acumen, contract negotiation, and ability to lead cross-functional initiatives.
MS Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneNote
3w
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Client Advocate/Paralegal
Providence or Colorado or Connecticut or Florida or Georgia or Illinois or Louisiana or Maine or Massachusetts or New Jersey or North Carolina or Ohio or Rhode Island or South Carolina or Texas or Utah or Virginia
$44k/yr HybridFull Time
High school required (BA preferred); strong verbal/written communication, client service experience preferred; proficiency with Microsoft Office, Outlook, and Adobe Acrobat; ability to obtain PIV card and VA network access (govt background check).
Microsoft Office, Outlook, Adobe Acrobat
3w
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Client Manager I - Commercial Lines
Stafford, Connecticut, United States
HybridFull Time
1+ YOE1–2 years insurance or customer service experience preferred; active state P&C and/or L&H insurance license; B2B client service, account renewals, carrier placement, AMS360 familiarity, strong communication and organizational skills.
AMS360
3w
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Director, Client Service Manager
Smithfield or Jersey City or Westlake
$95k-$186k/yr OnsiteFull Time
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
Microsoft Office
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
4w
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Client Service Coordinator Full Time
Manchester, Connecticut, United States
$17-$22/hr OnsiteFull Time
1+ YOECustomer-service focused coordinator to manage client/pet flow, perform administrative and financial tasks, use clinic software and Microsoft Office, lift up to 50 lbs; high school preferred and 1+ year related experience.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3mo
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Work From Home - Client Services Representative
Pawtucket, Rhode Island, United States
RemoteFull Time
Experience in client consultations, needs assessment, relationship management; comfortable with virtual meetings; strong communication; able to work from home.
Zoom, Web Conferencing, CRM
1mo
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Client Support & Benefits Representative
Newport, Rhode Island, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM