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
Trinity Health: National Catholic health system providing comprehensive clinical medical services.
Performs reception, registration, scheduling, insurance authorization, phone intake, and maintenance of client records; high school diploma required; medical office/billing experience and patient billing/medical terminology preferred; proficiency with Windows.
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
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and customer service knowledge, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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.
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.
Client Service Representative at Town and Country Veterinary Associates
Vernon, Connecticut, United States
$20-$25/hrOnsiteFull Time
Heartland Veterinary Partners: Provides operational and administrative support to veterinary clinics.
High school diploma or equivalent, weekend availability, client service and administrative skills, OSHA safety knowledge, and proper PPE use; previous veterinary experience preferred.
Marshall & Sterling: Independent insurance brokerage and risk management firm.
High school diploma or equivalent, proficiency with AI tools, task management systems, and Microsoft Office, plus strong organization, detail orientation, and collaboration skills.
AI tools, task management systems, Microsoft Office