139 client services associate jobs at 66 companies in New Haven, CT
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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
3w
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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.
4d
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Work From Home - Client Services Associate
Bristol, Connecticut, United States
RemoteFull Time
Genuine desire to help others, strong communication and interpersonal skills, ability to work independently and in a team, and high integrity.
Zoom
2d
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Client Services Associate I (Bilingual Portuguese Fluent)
Fort Lauderdale or Greenwich
HybridFull Time
Bachelor's or advanced degree, fluent Portuguese, strong communication, analytical and problem-solving skills, and knowledge of financial instruments, exchange operations, platforms, regulations, and margin methodologies.
IBKR Trader Workstation, Web Trader, Mobile Trader
3mo
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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 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
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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
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
1mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, and manage client materials; 1 year experience preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Greenwich, Connecticut, United States
$35k-$61k/yr OnsiteFull Time
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
2mo
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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
1w
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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
1w
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
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
2mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
4w
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Registered Client Service Associate
Rye, New York, United States
$78k-$109k/yr HybridFull Time
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.
1mo
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Client Experience Associate
Scarsdale, New York, United States
$51k-$76k/yr OnsiteFull Time
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.
1mo
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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
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
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