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.
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
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
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
3mo
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Client Service Coordinator
Northborough, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Experience in customer service or client coordination; strong communication; ability to manage appointments and front-desk operations.
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
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.
3d
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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.
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
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
1w
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Client Executive
Amherst or West Hartford or Vermont
$50k-$65k/yr HybridFull Time
4+ YOEP&C personal lines sales experience, P&C broker license required, 3+ years industry sales/service experience, strong communications, MS Office/CRM skills, bachelor’s degree preferred.
Microsoft Office, EPIC, Microsoft Teams
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.
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
1mo
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Vice President, Client Services - Hanleigh
Windsor, Connecticut, United States
HybridFull Time
Proven leadership in client services or operations within insurance/financial services; experience driving strategy, team development, operational excellence, compliance, and stakeholder relationships.