2d
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Client Services Associate
Stamford, Connecticut, United States
$100k-$120k/yr HybridFull Time
3+ YOE3–5 years structured finance or analytical experience, CLO/ABL exposure preferred; client-facing skills; Microsoft Excel proficiency; BA/BS preferred; strong communication and attention to detail.
Microsoft Excel, Valitana plugin
2w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
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
1w
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
2mo
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Work From Home - Client Services Associate
Bridgeport, Connecticut, United States
RemoteAll Commitments Available
Desire to help others; strong communication; ability to work independently and in a team; ethical conduct.
1mo
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Client Associate
Hartford, Connecticut, United States
OnsiteFull Time
2+ YOEIdeally 2 years client service experience in finance; excellent communication, attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
2mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
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
1mo
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Client Associate
New Haven, Connecticut, United States
OnsiteFull Time
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
2w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
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
1w
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Institutional Services Associate I - Client Training and Onboarding
Greenwich, Connecticut, United States
OnsiteFull Time
Associate or bachelor\u000degree preferred, client-facing experience, familiarity with Microsoft products, strong analytical and communication skills; Series 7 sponsorship available.
Microsoft Teams
5d
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Client Engagement Associate
Westport, Connecticut, United States
$65k/yr OnsiteFull Time
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
1w
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Client Service Associate (Stamford, CT)
Stamford, Connecticut, United States
OnsiteFull Time
1+ YOEBachelor's degree, 1-2 years financial services or fixed income experience, strong MS Office skills, client-facing communication, and ability to manage calendars, databases, and confidential materials.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
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
2mo
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Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
0+ YOEHigh school diploma; office experience preferred; securities licensing (Series 7/63/65/66) or ability to obtain within 12 months; excellent customer service; proficient in Word/Excel/PowerPoint/Outlook; team player; detail-oriented; thrives in a fast-paced environment; high ethical standards.
Word, Excel, PowerPoint, Outlook
1w
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Client Service Associate - Hightower Signature Wealth
Westport, Connecticut, United States
$85k-$100k/yr OnsiteFull Time
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
1mo
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Hyphen Client Success Specialist
New York or New Jersey or Connecticut or United States
$69k-$113k/yr HybridFull Time
2+ YOEAssociates degree or equivalent experience, 2+ years in client support/customer success (healthcare IT preferred); experience with training development/delivery, CRM/ticketing/knowledge tools, documentation, and onsite client support.
ServiceNow, Jira, Microsoft SharePoint, Microsoft Office, Microsoft Visio, EHR, Pharmacy Management Software
1mo
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Hyphen Client Success Specialist
New York City or New York or New Jersey or Connecticut or United States
$69k-$113k/yr HybridFull Time
2+ YOEAssociates degree or equivalent experience; 2+ years client support/customer success experience (preferably Healthcare IT or pharmacy); training development; CRM/ticketing/knowledge tools (ServiceNow, Jira, SharePoint); ability to travel to client sites.
ServiceNow, Jira, Microsoft SharePoint, Microsoft Office, Microsoft Visio, EHR
1w
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Investor Services - Associate Manager - Senior Assoicate
Boston or Union or New York City or Windsor
$55k-$140k/yr HybridFull Time
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
2mo
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Human Services Worker - Transitional House
Hartford, Connecticut, United States
OnsitePart Time
High school diploma/GED; associate or bachelor's degree preferred; human services experience with justice-involved clients; bilingual Spanish/English preferred; CT driver’s license and transportation; weekend/holiday hours.
3mo
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Private Client International Tax and Estate Planning Associate / Senior Associate
New York City or Boston or Washington or Connecticut or Florida or Massachusetts or New Jersey or New York or Rhode Island
$210k-$270k/yr HybridFull Time
5+ YOEMinimum 5 years international tax and estate planning experience; strong technical, analytical, writing, and client-service skills; ability to work independently; member in good standing in jurisdiction of practice.
4d
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FY28 Federal Tax Associate - Financial Services
Stamford, Connecticut, United States
$75k-$89k/yr OnsiteFull Time
B.A./B.S. in accounting, accounting major preferred, minimum 3.0 GPA preferred, travel to client sites required, working toward CPA preferred, proficiency in Microsoft Excel.
Microsoft Excel
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