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.
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
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
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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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
1mo
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Registered Client Service Associate
Poughkeepsie, New York, United States
$34k-$90k/yr OnsiteFull Time
Requires Series 7 and Series 66 (or Series 63 & 65), high school diploma (college preferred), strong Microsoft Office skills, exceptional client service, and industry/product knowledge; 2+ years industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Registered Client Service Associate
Kingston, New York, United States
$35k-$90k/yr OnsiteFull Time
Requires active industry registrations (Series 7 and Series 66 or Series 63+65). High school diploma required; 2+ years industry experience preferred. Strong client service, communication, organizational skills and Microsoft Office proficiency.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
4d
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Client Service Associate - Private Wealth
Springfield, Massachusetts, United States
$61k-$77k/yr HybridFull Time
2+ YOEAssociate's degree or relevant experience; 2+ years customer service/case management; proficiency with Microsoft Office; pass fingerprint background check; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Copilot, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
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
1w
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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
1w
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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)
2mo
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Human Services Worker - Transitional House
Hartford, Connecticut, United States
OnsitePart Time
High school diploma/GED; associate or bachelor's degree preferred; human services experience with justice-involved clients; bilingual Spanish/English preferred; CT driver’s license and transportation; weekend/holiday hours.
3mo
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Private Client Trusts & Estates Associate - West Hartford, CT
West Hartford, Connecticut, United States
HybridFull Time
3+ YOE3+ years of trusts and estates experience, Connecticut bar admission (or willingness to become admitted), strong client service, writing, advocacy, and collaborative skills; knowledge of estate planning, administration, and tax matters.
1mo
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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
3mo
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Join our Talent Network: Investment Associate
Great Barrington, Massachusetts, United States
$50k-$80k/yr OnsiteFull Time
3+ YOE3+ years Registered Client Associate or related experience; Series 7 and 66 (or 63/65); strong knowledge of equity, fixed income, mutual funds, and retirement products; excellent communication and service skills.
Computers, AdvisoryLink, Money Guide Pro, Salesforce
2d
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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.
2mo
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Warehouse Associate
Chicopee, Massachusetts, United States
$19-$23/hr OnsiteFull Time
High school diploma required; 1-2 years retail or warehouse and customer service experience preferred. Duties include inventory, shipping/receiving, order entry/tracking, and client interaction.
2w
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Part Time (30 Hours) Associate Banker, Glastonbury Branch, Glastonbury, CT
Glastonbury, Connecticut, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and maintain accounts, use banking technology, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
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.
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