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.
1d
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Client Associate
Purchase, New York, United States
$28-$40/hr OnsiteFull Time
1+ YOE1+ year brokerage or client service support experience; customer service, administrative, and Microsoft Office skills; ability to prioritize and work in a regulated financial environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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
1w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
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
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
1mo
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Client Service Associate
Purchase, New York, United States
$58k-$115k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented with strong Microsoft Office skills, client service experience, and willingness to obtain securities Series licenses (Series 7, 66, 63 or 65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
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
1mo
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Client Service Associate- Business Center
Riverhead, New York, United States
$22-$26/hr OnsiteFull Time
Deliver exceptional client service, drive commercial and small business deposit growth, perform teller and platform functions, support account onboarding, and comply with BSA/KYC policies.
ATM, cash recycler
1w
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Client Service Associate / Sr. Client Service Associate
Deer Park, New York, United States
$70k-$80k/yr OnsiteFull Time
3+ YOE3+ years industry experience, Series 7 and 66 (or 63 and 65), custodial experience (Schwab or Fidelity), bachelor�s degree or equivalent, Microsoft Office and Salesforce proficiency, strong communication and data accuracy.
Microsoft Office, Salesforce, Workday
3mo
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Client Experience Associate
Huntington or Oyster Bay
$25/hr OnsiteFull Time
1+ YOEAt least 1 year of customer-facing experience; proficient with Google Docs/Sheets/Excel; strong communication and multitasking; high school diploma or GED.
Google Docs, Sheets, Excel
1d
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Private Client Associate
Melville or Bridgehampton or Jersey City or Summit
$33-$41/hr HybridFull Time
College graduate or equivalent; P&C insurance license required or may be obtained after hire; strong oral/written communication, problem-solving, organizational skills; independent user of technology.
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
2w
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Junior Client Service & Relations Associate - Altium Wealth Management
Harrison, New York, United States
$65k-$75k/yr OnsiteFull Time
1+ YOE1+ year financial services experience, client relationship maintenance, proficiency in Microsoft Outlook/Word (Excel a plus), Salesforce; strong communication, organization, and client-service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Schwab, TD, Fidelity
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