18 client facing associate jobs at 14 companies in New Haven, CT

1w
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Client Services Associate
Stamford, Connecticut, United States
$100k-$120k/yr HybridFull Time
Valitana
Valitana: SaaS platform for institutional investment analytics and management.
3+ YOE3–5 years structured finance or analytical experience, CLO/ABL exposure preferred; client-facing skills; Microsoft Excel proficiency; BA/BS preferred; strong communication and attention to detail.
Microsoft Excel, Valitana plugin
5d
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Associate Client Advocate
New York or Boston or Short Hills or Philadelphia or Hartford
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience; knowledge of coverage forms and renewal process; negotiation, relationship, project management, and presentation skills; Microsoft Office proficiency; must maintain active P&C broker license.
Microsoft Office
3w
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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
3w
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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.
2w
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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.
2w
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Client Service Associate (Stamford, CT)
Stamford, Connecticut, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
3w
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Client Service Associate - Hightower Signature Wealth
Westport, Connecticut, United States
$85k-$100k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
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
4d
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Sales Associate
Smithtown, New York, United States
$80k-$100k/yr OnsiteFull Time
Alera Group
Alera Group: National firm providing insurance brokerage and financial services.
Onsite in Smithtown NY; prior sales or client-facing experience; strong verbal/written communication; high-volume outbound calling; proficiency with Microsoft Office and CRM; self-motivated and goal-oriented.
Microsoft Office, CRM, Salesforce
4d
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Sales Associate
Smithtown, New York, United States
$80k-$100k/yr OnsiteFull Time
Alera Group
Alera Group: Provides insurance brokerage, risk management, and financial advisory services.
Onsite in Smithtown, NY; prior sales/business development or client-facing experience required; strong verbal/written communication, high outbound call volume comfort, Microsoft Office and CRM proficiency.
Microsoft Office, CRM, Salesforce
1w
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Operations Associate - Part Time
White Plains, New York, United States
$22-$25/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; strong organization, communication, ability to lift up to 50 lbs, reliable attendance and availability for nights/weekends/holidays.
2w
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Operations Associate - Part Time
Danbury, Connecticut, United States
$20-$23/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; strong organizational, communication, and time-management skills; able to lift up to 50 lbs; flexible availability including nights, weekends, and holidays.
3w
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Operations Associate - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
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.
6d
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Finance Associate (Mid-Level) - WCO
Westchester County, New York, United States
$250k-$300k/yr OnsiteFull Time
Greenberg Traurig
Greenberg Traurig: Provides global legal representation and corporate advisory services.
4+ YOE4+ years finance experience, admitted to the New York Bar, experience representing lenders and drafting/negotiating syndicated and bilateral credit agreements, strong drafting and client-facing skills.
1mo
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Operations Associate (Part-Time) - Westchester
White Plains, New York, United States
$17-$19/hr OnsitePart Time, Full Time
Alo Yoga
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
Customer-facing retail role; preferred 1+ years sales or client-centric experience, ability to stand and move for full shifts, lift up to 50 lbs, strong customer service and teamwork, open availability including holiday blackout period.
1w
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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
IQVIA
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
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
1mo
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Senior General Liability/Construction Litigation Associate/ Partner - NY Metro Area
Valhalla or New York or Garden City or Parsippany
$150k-$200k/yr HybridFull Time
Kaufman Borgeest & Ryan
Kaufman Borgeest & Ryan: Defends businesses and professionals in liability and insurance litigation.
Admission to practice in New York, experience in personal injury or general liability litigation, trial experience, strong research/writing and client-facing skills, ability to manage multiple matters and supervise associates.
4w
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Broker Application Manager
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: Directly provides mortgage loans for real estate investment properties.
1+ YOE1–2 years client-facing or business development experience; strong communication, organization, phone skills; proficient with Salesforce and Microsoft Office; associate degree required (bachelor's preferred).
Salesforce, CRM tools, Microsoft Outlook, Microsoft Word, Microsoft Excel
4w
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Broker Application Manager
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: National direct lender for real estate investors.
1+ YOE1–2 years client-facing or business development experience, strong communication, phone comfort, organized, Salesforce and MS Office proficiency, associate degree required, bachelor’s preferred.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel