BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
Requires detail orientation, multitasking, writing, critical thinking, organization, typing, computer skills, and Microsoft Office experience; a bachelor's degree is preferred but not required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet Explorer
Moneco Advisors: Independent wealth management and financial planning firm.
3+ YOE3+ years client services or administrative experience, strong verbal and written communication, Microsoft Office proficiency, CRM experience preferred, background in financial services a plus.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
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.
Fosdick Fulfillment: Direct-to-consumer and retail order fulfillment and distribution services.
1+ YOEBachelor’s degree in Communications or Business Administration plus 1-3 years in Client Services/Account Management or related fields; effective communicator; able to travel between CT facilities.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, account administration, and administrative/operational support; strong computer literacy and communication; willing to learn MoneyGuide, Salesforce, and Microsoft Office.
Catholic Charities Archdiocese of Hartford: Providing human services and behavioral health support in Connecticut.
Customer service, bilingual English/Spanish, high school diploma or GED, basic math, office computer skills, ability to manage payments and assist clients.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years brokerage/client service experience; FINRA Series 7 and 63 required; strong client service, administrative, and Microsoft Office skills; ability to prioritize and work in a regulated environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOE1+ years equity compensation administration experience (B2B), knowledge of global and complex equity plans, ability to pass CEE exam and obtain CEP designation, strong client management, project management, analytical and communication skills.
Client Service Representative at Wolcott Veterinary Clinic
Wolcott, Connecticut, United States
$18-$21/hrOnsiteFull Time
Heartland Veterinary Partners: Operates and manages a network of veterinary clinics.
High school diploma or equivalent, weekend availability, previous veterinary experience preferred, practices OSHA/PPE, client service and administrative skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOE1-5 years equity compensation administration/B2B experience; knowledge of global and complex equity plans; must pass CEE exam and obtain CEP designation; strong client management, project management, analytical and communication skills.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
2+ YOEHigh School Diploma; 2+ years in medical care facility operations management with P&L; budget management; sales/marketing knowledge; HR skills; strong communication; ability to manage multiple tasks and stressful priorities.
ALSAustralian Securities Exchange: ALQ: Provides global analytical testing and laboratory services for diverse industries.
2+ YOEHigh school diploma, 2+ years office experience, strong client interaction, proficiency with Microsoft Excel and Microsoft Word, excellent communication, organized and detail oriented.
Human Resources Agency of New Britain: Provides social services and economic assistance to local residents.
High school diploma or GED preferred; requires multitasking, office experience, strong computer and telephone skills, organization, flexibility, self-direction, and ability to serve diverse clients.
Child and Family Agency of Southeastern CT: Provides clinical, educational, and supportive services to local families.
1+ YOEHigh school diploma and 1+ year administrative/reception experience (healthcare preferred). Must manage scheduling, multi-line phone, EHR data entry (eCW/Phreesia preferred), HIPAA compliance, strong interpersonal and attention-to-detail skills, reliable transportation.
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
5+ YOE2+ MgmtBachelor's in finance/accounting/business/economics required; 5+ years in investor services or fund administration; 2+ years people management; client-facing escalation experience; fund onboarding, reporting, compliance, and process improvement skills.