143 client services associate jobs at 66 companies in Putnam, CT
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Client Services Associate (Providence, RI)
Providence, Rhode Island, United States
OnsiteFull Time
1+ YOE1-2 years of financial services or fixed income experience preferred; strong technology, organizational, communication, accuracy, confidentiality, multitasking, and deadline-management skills required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Cumberland, Rhode Island, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
Zoom
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movements, manage calendars and travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
Save
Mark Applied
Hide
Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, strong client service and communication skills, advanced Microsoft Office, willingness to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
Save
Mark Applied
Hide
Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
Save
Mark Applied
Hide
Client Service Associate
Middletown, Rhode Island, United States
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and brokerage knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
Save
Mark Applied
Hide
PW Client Associate
Tarrytown or Johnston
$38-$48/hr HybridFull Time
Customer-focused professional with strong verbal and written communication, investment and banking product knowledge, and prior brokerage or RIA experience; Series 7 and 66 or 63/65 may be required.
Mutual Funds
2mo
Save
Mark Applied
Hide
Client Associate - Legacy Place, MA
Dedham, Massachusetts, United States
$17-$19/hr OnsitePart Time
1+ YOERetail sales role requiring 1+ year client-services experience, strong communication, POS and Microsoft proficiency, ability to work weekends/evenings/holidays, maintain store standards, and engage customers to drive sales.
Microsoft Applications, POS, CRM
1mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
AI
6d
Save
Mark Applied
Hide
Client Service Associate
Needham, Massachusetts, United States
$65k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree and 1+ year of relevant experience, including internships. Requires Microsoft Office proficiency, communication, judgment, accuracy, organization, and ability to manage multiple priorities.
Microsoft Teams, Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, DocuSign, FedEx, UPS
2w
Save
Mark Applied
Hide
Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
2+ YOERequires 2+ years in a similar client service role, finance industry experience, relationship-building, organization, follow-through, confidentiality, and proficiency with Microsoft Outlook, Microsoft Word, Excel, and Salesforce.
Microsoft Outlook, Microsoft Word, Excel, Salesforce, Orion, Schwab, Fidelity, ACH, ACAT, DTC
2mo
Save
Mark Applied
Hide
Client Service Administrative Associate
Newton, Massachusetts, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEBachelor's degree with 1-2 years related experience; strong multitasking, organizational and customer service skills; proficiency with Salesforce, DocuSign, Microsoft Excel, PowerPoint, and Word.
Salesforce, DocuSign, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CLM
2mo
Save
Mark Applied
Hide
Associate Director of Client Success – Launch Accelerator
East Norriton or Waltham or New York City or Princeton
$125k/yr OnsiteFull Time
5+ YOE5+ years pharma/biotech launch or PMO experience, 3+ years client-facing SaaS adoption experience, strong project management and communication skills, SaaS/digital transformation experience, ability to drive client value and growth.
Launch Accelerator, GenAI, SaaS
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Part-time Registered Client Service Associate - Springfield, MA
Springfield, Massachusetts, United States
$10k-$55k/yr OnsitePart Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred; requires SIE and Series 7, with Series 63, 65, or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
Explore Jobs