1w
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Private Bank Client Services Associate
Waterbury, Connecticut, United States
$70k-$80k/yr OnsiteFull Time
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
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
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
4d
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
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
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
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
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
5d
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Senior Registered Client Associate
Darien, Connecticut, United States
$35-$52/hr OnsiteFull Time
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
2w
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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
2mo
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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
1mo
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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
3w
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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
3w
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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
1mo
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Client Care Coordinator
Springfield, Massachusetts, United States
OnsiteFull Time
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)
1w
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Human Services Worker-2nd Shift-Transitional Housing
Waterbury, Connecticut, United States
$23/hr OnsiteFull Time
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
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
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
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
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
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