73 client services administrator jobs at 45 companies in Shelton, CT

1w
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Client Services Administrator (Shareholder Communications) - Contract (Hybrid)
Edgewood, New York, United States
$20-$22/hr HybridContract, Temporary
Broadridge
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
1w
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Client Services Representative
Rockland County, New York, United States
$21-$27/hr OnsiteFull Time
Cetera Financial Group
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
2mo
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Client Services Coordinator
Shelton, Connecticut, United States
$65k/yr OnsiteFull Time
Northeast Private Client Group
Northeast Private Client Group: Sells commercial real estate brokerage and investment advisory services.
2+ YOE2+ years admin/marketing/client services; CRM & MS Office; real estate experience preferred; strong organizational and communication skills.
CRM, Microsoft Office
3w
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Client Services Manager
Fairfield, Connecticut, United States
OnsiteFull Time
Moneco Advisors
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
1mo
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
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.
Salesforce
2mo
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Client Service Admin - Wallingford, CT
Wallingford, Connecticut, United States
$40k-$75k/yr OnsiteFull Time
Fosdick Fulfillment
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.
3mo
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Office Administrator / MTC
Stamford, Connecticut, United States
$25-$30/hr OnsitePart Time
HomeServices of America
HomeServices of America: Integrated residential real estate brokerage and homeownership service provider.
3+ YOEAdministrative support, office operations, scheduling, client service, social media support, staff supervision, real estate license preferred.
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Access
2w
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Branch Office Administrator
Westbury, New York, United States
$28-$31/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Hebron, CT
Hebron, Connecticut, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
3mo
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Client Service Coordinator - 005229
Norwalk, Connecticut, United States
$18-$23/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Customer service, communication, multitasking, client education on pet care, administrative tasks, cash handling.
2mo
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Client Care Specialist
Waterbury, Connecticut, United States
$19-$21/hr OnsiteFull Time
Catholic Charities Archdiocese of Hartford
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.
EMR
1w
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Client Service Coordinator - 002353
White Plains, New York, United States
$18-$23/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Requires fluent English, strong communication, client service, organization, problem-solving, multitasking, mathematical, and administrative skills.
Optimum Wellness Plans, Microsoft Workday
1w
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Client Service Coordinator - 005252
Yonkers, New York, United States
$18-$23/hr OnsitePart Time
Banfield Pet Hospital
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.
Optimum Wellness Plans, Workday
1mo
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Registered Client Relationship Analyst
Jericho, New York, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
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
4d
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Client Service Associate
Hamden, Connecticut, United States
$44k-$66k/yr OnsiteFull Time
Stifel
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
3d
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Client Service Associate
Hamden, Connecticut, United States
$44k-$66k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
1mo
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Client Service Representative at Wolcott Veterinary Clinic
Wolcott, Connecticut, United States
$18-$21/hr OnsiteFull Time
Heartland Veterinary Partners
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.
1mo
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Client Success Manager
Purchase, New York, United States
$85k-$135k/yr OnsiteFull Time
Morgan Stanley
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.
Shareworks, Equity Edge Online
2w
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Client Service Associate
East Meadow, New York, United States
$18-$19/hr OnsiteFull Time
SPS
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.
Microsoft Excel, Microsoft Word
4d
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Client Service Representative at Town and Country Veterinary Associates
Vernon, Connecticut, United States
$20-$25/hr OnsiteFull Time
Heartland Veterinary Partners
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.