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
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Provide administrative and client support to financial advisors; high school diploma/GED; administrative or customer service experience; strong communication, time management, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
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
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.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Requires fluent English, strong written and verbal communication, multitasking, organization, problem-solving, client service, basic mathematics, and the ability to follow instructions and manage administrative tasks.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEProvide client service and administrative support to financial advisors; execute money movement transactions; onboard and maintain client accounts; active securities registrations required; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MS Online, eSign, eAuthorization
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
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.
SPS: Global provider of document management and business process outsourcing.
Perform mailroom, print and office support; lift/move boxes up to 40 lbs; attention to detail; basic shipping knowledge; willingness to learn spreadsheets and document preparation.
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.