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167 client services associate jobs at 87 companies in Danbury, CT

1w
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Client Services Associate
Stamford, Connecticut, United States
$100k-$120k/yr HybridFull Time
Valitana
Valitana: SaaS platform for institutional investment analytics and management.
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
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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
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2w
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
NatWest Group
NatWest GroupLondon Stock Exchange: NWG: Provides retail, commercial, and private banking services.
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
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Work From Home - Client Services Associate
Greenwich, Connecticut, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, integrity, ability to work independently and on a team, desire to help families, conduct interviews via Zoom.
Zoom
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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
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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
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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
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2w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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5d
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Client Service Associate
Greenwich, Connecticut, United States
$35k-$61k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Willingness to obtain Series 7/66 or Series 63/65. Advanced Microsoft Office, strong client service, detail orientation, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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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
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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
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2d
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
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2mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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3d
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
NFP
NFP: Provider of insurance brokerage, benefits, and wealth management services.
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication. Requires strong organizational skills, Microsoft Office and CRM proficiency, and willingness to learn custodial platforms.
Microsoft Office Suite, CRM, custodian websites
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2w
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Client Service Associate (Stamford, CT)
Stamford, Connecticut, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
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3w
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Registered Client Service Associate
Rye, New York, United States
$78k-$109k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, client-facing with knowledge of investments, strong communication, organizational and analytical skills; Series 7/63 or 7/66 licensure or willingness to acquire; bachelor’s degree or equivalent experience preferred.
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Client Support Associate
Port Washington, New York, United States
$25-$28/hr OnsiteFull Time
Safavieh
Safavieh: Designs and manufactures area rugs and home furnishings.
Coordinate and schedule deliveries, communicate with drivers and customers, handle inquiries via phone/email/text, track and resolve delivery issues; customer service or logistics experience preferred.
Microsoft Office, Google Workspace
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1mo
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Registered Client Service Associate
Saddle Brook, New Jersey, United States
$64k-$88k/yr OnsiteFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state registrations (or ability to obtain within 150 days), life/health/variable contract licenses (or ability to obtain), client service experience, strong analytical and computer skills.
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1mo
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Client Experience Associate
Scarsdale, New York, United States
$51k-$76k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Bachelor's degree or equivalent experience; prior customer service or retail banking/wealth management experience; strong decision-making, organizational and analytical skills; knowledge of branch products, operations and regulations; required to maintain Notary Public; must be authorized to work in the U.S.
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1mo
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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
Vista Wealth Solutions
Vista Wealth Solutions: Provides holistic financial planning and wealth management services.
2+ YOEBachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident.
CRM
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