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
1w
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Work From Home - Client Services Associate
Warwick, Rhode Island, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work and Zoom interviews.
Zoom
17h
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Specialist, Client Services, International
Canton or Fall River
$54k-$66k/yr HybridFull Time
Bachelor's or associate degree preferred, strong communication and project management skills, customer service or related experience, ability to travel extensively and manage travel expenses.
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/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.
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
2w
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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
2w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED, client-service experience, strong communication, Microsoft Word/Excel/PowerPoint and Salesforce proficiency; FINRA SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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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.
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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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 - Transitional Housing Program
Hartford, Connecticut, United States
$23/hr OnsitePart Time
High school diploma/GED required; associate or bachelor\u0002s preferred. Experience with justice-involved clients preferred. Valid CT driver\u0002s license and reliable transportation, weekend/holiday availability; 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
6d
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Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3d
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Customer Relationship Associate
Dayville, Connecticut, United States
$18-$20/hr OnsiteFull Time
Degree in Food Science/Chemistry or related field; technical understanding of food/environmental testing; lab or client service experience preferred; strong communication and project coordination skills; ability to lift up to 25 lbs; travel <20%.
3w
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Operations Associate - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience; ability to manage inventory, visual merchandising, lift up to 50 lbs, strong communication and organizational skills.
2mo
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Associate Manager PT under 20 hours
Clinton, Connecticut, United States
$18-$20/wk OnsitePart Time
Strong client service, sales goals, KPI mastery; leadership, planning, coaching; flexible availability including nights/weekends/holidays.
2w
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Part Time (30 Hours) Associate Banker, Branford West Main St Branch, Branford, CT
Branford, Connecticut, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and service accounts, assist with banking technology, perform branch operations and cash handling, and learn products and procedures.
Chase Mobile App, Chase.com, ATM, tablet
4w
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Business Development Associate
Newport, Rhode Island, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 or Series 63 + Series 65 required; strong client service, Excel and MS Office skills, knowledge of financial products, and ability to support FAs/PWAs in business development.
Microsoft Excel, Microsoft Office, MS Online
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