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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
2mo
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Work From Home - Client Services Associate
Coventry, Rhode Island, United States
RemoteFull Time
Remote financial services role; strong communication; ability to work independently and in a team; integrity.
4w
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
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
1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movements, manage calendars, and use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
1+ YOEBachelor's degree with 1+ years relevant experience, strong written/verbal communication, Microsoft Office and Teams proficiency, Salesforce preferred, time management, problem-solving, and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma or equivalent required; college preferred. Strong client service, organizational and Microsoft Office skills; willingness to obtain Series licensing (7,63/65,66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3mo
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Senior Tax Associate – Private Client Services
Southborough, Massachusetts, United States
$83k-$143k/yr OnsiteFull Time
2+ YOE2+ years tax experience; Bachelor’s and/or advanced degree; CPA or JD preferred; strong technical and research skills; self-starter in fast-paced environment.
Tax research tools, Microsoft Office, ERP/accounting software
1mo
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Client Associate - Legacy Place, MA
Dedham, Massachusetts, United States
$17-$19/hr OnsitePart Time
1+ YOERetail sales role requiring 1+ year client-services experience, strong communication, POS and Microsoft proficiency, ability to work weekends/evenings/holidays, maintain store standards, and engage customers to drive sales.
Microsoft Applications, POS, CRM
1mo
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Client Service Associate
Needham, Massachusetts, United States
$60k-$65k/yr HybridFull Time
1+ YOEBachelor's degree with 1+ years relevant experience; strong written/verbal communication, time management, problem solving; proficiency with Microsoft Office and ability to learn new software; experience with Salesforce preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
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
3mo
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Lead Client Service Coordinator
Northborough, Massachusetts, United States
$20-$26/hr OnsiteFull Time
2+ YOE2 years experience required; performs client service coordinator duties and shift leadership. Associate degree or veterinary technician certification preferred; prior supervisory experience preferred.
2w
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Senior Associate, Client Relations Specialist - HYBRID
Denver or Braintree or Boston or Kansas City
$45k-$115k/yr HybridFull Time
2+ YOE2+ years client-facing experience in financial services, Bachelors or equivalent experience, strong communication, problem-solving, Excel and system proficiency (JIRA, Chorus/AWD, TA2000, 3270).
JIRA, Chorus/AWD, TA2000, 3270, Microsoft Excel, word processing
3mo
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Senior Tax Associate – Private Client Services
Southborough, Massachusetts, United States
$83k-$143k/yr OnsiteFull Time
2+ YOE2+ years of tax experience; Bachelor's degree (or higher: MAcc, MST, JD); CPA/JD credentials preferred; Minimum GPA 3.0; advanced credentials or pursuit of IRS representation; self-starter; proficient with technology.
Technology Proficient
3mo
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Lead Client Service Coordinator
Northborough, Massachusetts, United States
$20-$26/hr OnsiteFull Time
2+ YOETwo years healthcare/veterinary experience; supervisory preferred; associate degree or veterinary technician certification preferred.
1w
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Associate Engineer, Professional Services
Foxborough, Massachusetts, United States
HybridFull Time
3+ YOE3+ years project engineering experience, strong Windows/Active Directory and networking skills, client-facing, able to travel to client sites, bachelor\u0002s degree or equivalent.
Microsoft Windows, Active Directory, Exchange 2010, Exchange 2013, Exchange 2016, Exchange 2019, Microsoft 365, Exchange Online, SharePoint, Azure AD, Intune, VMware ESXi, Microsoft Hyper-V, Citrix XenServer, BGP, MPLS, Microsoft SQL 2012, CrowdStrike, Microsoft Defender, Cylance, RAID, NIC teaming, Terminal Services, Remote Desktop Services, Citrix XenApp/Desktop
2h
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Lead Dispensary Associate
Shrewsbury, Massachusetts, United States
$19-$19/hr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years client-service experience preferred, state background check, strong cash management and customer-service skills, POS and office software proficiency.
POS, Microsoft Word, Microsoft Excel
2w
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Part Time (30 Hours) Associate Banker, Glastonbury Branch, Glastonbury, CT
Glastonbury, Connecticut, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and maintain accounts, use banking technology, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
2w
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Wealth Management Associate
Canton, Massachusetts, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3–5 years financial services experience, strong client service and communication skills, proficiency in Microsoft Office and Excel, interest in pursuing CFA/CFP helpful.
Microsoft Office, Microsoft Excel
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