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
1mo
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Client Specialist, Northampton
Northampton, Massachusetts, United States
$16-$19/hr OnsitePart Time
Drive sales and client relationships using POS/iPad/handheld systems, achieve sales metrics, availability for evenings/weekends/holidays, ability to lift 40 lbs, strong communication and organizational skills.
POS, iPad, handheld systems, Concierge
1mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
2mo
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Client Services Coordinator
Shelton, Connecticut, United States
$65k/yr OnsiteFull Time
2+ YOE2+ years admin/marketing/client services; CRM & MS Office; real estate experience preferred; strong organizational and communication skills.
CRM, Microsoft Office
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.
2mo
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Client Care Specialist
Waterbury, Connecticut, United States
$19-$21/hr OnsiteFull Time
Customer service, bilingual English/Spanish, high school diploma or GED, basic math, office computer skills, ability to manage payments and assist clients.
EMR
3mo
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Client Service Specialist
Worcester, Massachusetts, United States
OnsiteFull Time
2+ YOERespond to client inquiries, resolve orders and delivery issues, and assist with freight documentation and problem solving. 0-2 years experience; high school diploma required.
1mo
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Surety Sr. Client Advocate
Atlanta or Philadelphia or Boston or Hartford or Dallas or Houston or Tempe
OnsiteFull Time
10+ YOE10+ years surety and client management experience, surety program management, strong technical product knowledge, negotiation and communication skills, leadership and analytical ability, and ability to obtain/maintain required industry licensing.
3mo
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Client Relationship Analyst
Worcester, Massachusetts, United States
$15-$43/hr OnsiteFull Time
High School Diploma required; college degree preferred; willingness to obtain Series 7/66 or Series 63/65; strong client service and Microsoft Office skills.
Microsoft Office
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 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
3w
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Client Service Consultant II
Thomaston, Connecticut, United States
$23-$34/hr OnsiteFull Time
Respond to digital correspondence, process deposit and loan account applications, initiate outbound client calls, assist clients with digital banking, support escalations, and ensure compliance with BSA/Patriot Act/OFAC.
2mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4d
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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
3mo
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Client Relations Manager
Hartford, Connecticut, United States
OnsiteFull Time
3+ YOE3–5 years in client management or related roles within commercial real estate or design-build/construction; strong relationship-building; strategic thinking; organized; tech-savvy with CRM and PM tools; travel regionally.
CRM, Project Management Tools, Virtual Meeting Platforms
3w
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Client Care Coordinator
New Britain, Connecticut, United States
$20/hr OnsiteFull Time
2+ YOEHigh school diploma and 2 years progressively responsible work experience required (Bachelor's preferred). Requires strong attention to detail, written/verbal communication, data entry, reporting, client outreach and Medicaid eligibility assistance.
CDCS, CSSD Reporting system
1mo
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2mo
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Client Service Coordinator - 004028
Holliston, Massachusetts, United States
$17-$22/hr OnsitePart Time
Part-time client service coordination; strong communication; multitasking; customer service oriented.
3mo
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Wealth Management Client Associate
Hartford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors, ensure timely materials, assist with risk-aware client servicing; strong communication and computer skills required.
Microsoft Word, Excel, PowerPoint, Salesforce
1w
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Virtual Client Onboarding Representative
New Haven, Connecticut, United States
RemoteFull Time
High school diploma preferred, professional communicator, organized, comfortable working from home; sales/appointment-setting or client-facing experience is a plus.