68 client services associate jobs at 40 companies in Bristol, CT

5d
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Private Bank Client Services Associate
Waterbury, Connecticut, United States
$70k-$80k/yr OnsiteFull Time
Webster Financial
Webster FinancialNYSE: WBS: Provides regional commercial and consumer banking and financial services.
3+ YOE3+ years private/commercial/wealth banking or high-net-worth client service experience; strong product knowledge, problem-solving, communication, and operational accuracy; HS diploma required; associate/bachelor preferred.
ACH, Positive Pay
3w
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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 Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
Thames Valley Council for Community Action
Thames Valley Council for Community Action: Provides social services and support to disadvantaged community members.
2+ YOEBachelor's plus 2 yrs related experience or Associates plus 4 yrs, or High School plus 5 yrs. Experience in strength-based case management, valid driver's license, strong computer and communication skills.
Tribeware, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Publisher
2d
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
1mo
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Client Associate
New Haven, Connecticut, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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
1mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOEPrefer 3-5 years client service experience in finance or a related degree; Series 7 and 66 licenses not required at hire; strong communication, attention to detail, and proficiency with Microsoft Office.
BrassRing, Microsoft Office
3w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Senior Registered Client Associate
Darien, Connecticut, United States
$35-$52/hr OnsiteFull Time
Wells Fargo
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
1w
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Client Engagement Associate
Westport, Connecticut, United States
$65k/yr OnsiteFull Time
Freudigman & Billings
Freudigman & Billings: Provides personalized tutoring, test preparation, and educational therapy services.
2+ YOEBachelor's degree required, 2+ years scheduling/admin/client-service experience, proficiency with Google Workspace, scheduling software and Mac systems, strong organization and communication, authorized to work in the U.S., background check required.
Google Workspace, Apple, Mac operating system, scheduling software, data management systems
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
Bankwell
BankwellNASDAQ: BWFG: Provides commercial and personal banking and lending services.
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Client Service Associate - Hightower Signature Wealth
Westport, Connecticut, United States
$85k-$100k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
Customer-facing experience, strong interpersonal and problem-solving skills, attention to detail, ability to manage priorities; financial services experience and FINRA securities licenses desired but not required.
CRM
2w
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Investor Services - Associate Manager - Senior Assoicate
Boston or Union or New York City or Windsor
$55k-$140k/yr HybridFull Time
SS&C Technologies
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
6+ YOE2+ Mgmt6+ years in investor services or related financial services with ≥2 years supervisory experience; bachelor’s degree in finance/business; strong client relationship, AML/KYC, FATCA/CRS knowledge; Excel proficiency.
Microsoft Office Suite, Microsoft Excel
1mo
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Client Care Coordinator
Springfield, Massachusetts, United States
OnsiteFull Time
Boca Recovery Center
Boca Recovery Center: Provides addiction treatment and medical detoxification services.
1+ YOEAssociate's degree in psychology, social work, counseling, or related field; 1–2 years behavioral health experience; familiarity with aftercare planning, FMLA/disability documentation, case management, EHR; strong communication and documentation; group facilitation a plus.
Electronic Health Records (EHR)
5d
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Human Services Worker-2nd Shift-Transitional Housing
Waterbury, Connecticut, United States
$23/hr OnsiteFull Time
Community Partners in Action
Community Partners in Action: Providing services for people affected by the justice system.
High school/GED required; associate or bachelor's preferred. Prior human services experience with justice-involved clients preferred. Valid CT driver’s license and reliable transportation required. Crisis management skills and ability to work weekends/holidays. Bilingual Spanish desired.
2mo
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Full Function Associate
Springfield, Massachusetts, United States
OnsiteFull Time
ServiceMaster Contract Services
ServiceMaster Contract Services: Professional janitorial and commercial cleaning services provider.
Sell Paul Davis services; manage projects; coordinate subcontractors; maintain client relationships; ensure timely completion and close contracts.
Xactimate, Symbility
1w
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Energy Intake Associate
Bridgeport, Connecticut, United States
$19/hr OnsitePart Time
Alliance for Community Empowerment
Alliance for Community Empowerment: Provides community support services and early childhood education.
3+ YOECollect and verify LIHEAP applications, interview clients, enter data, refer to community resources, and maintain client confidentiality.
1mo
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Retail Sales Associate / Customer Service
Ridgefield, Connecticut, United States
$19/hr OnsiteFull Time, Part Time
Elements Massage Columbus
Elements Massage Columbus: Provides therapeutic massage and skincare services in Columbus, Ohio.
Prior retail or service sales experience preferred; strong listening and customer service skills; ability to follow a sales process, handle scheduling and payments using office software, and create excellent client experiences.
1mo
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Part Time (30 Hours) Associate Banker, Westport Main St Branch, Westport,CT
Westport, Connecticut, United States
$25-$30/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, build trusted relationships, learn products quickly, handle cash operations (preferred), and possess a high school diploma or GED; client service experience preferred.
Chase Mobile App, Chase.com, ATM, cash vault
3w
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Operations Associate - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-focused experience; ability to manage inventory, visual merchandising, lift up to 50 lbs, strong communication and organizational skills.
1mo
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Veterinarian, Associate
Shelton or Monroe or Fairfield County
OnsiteFull Time
Community Veterinary Partners
Community Veterinary Partners: Operates and manages a community of animal hospitals.
Full-time associate veterinarian for small animal general practice; practice includes surgery, diagnostics, pharmacy, and client education. Competitive base with production compensation and benefits.
digital radiographs, ECG, diagnostic ultrasound, Journey