53 client services specialist jobs at 36 companies in Cheshire, CT
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Client Services Specialist
Fairfield, Connecticut, United States
OnsiteFull Time
Moneco Advisors: Independent wealth management and financial planning firm.
2+ YOE2+ years administrative or account support/customer service experience, strong written and verbal communication, proficiency with Microsoft Office, organized and detail-oriented; CRM experience a plus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Providing front-desk customer service, answering phones, scheduling appointments, processing payments, recommending products/services, and managing medical records for clients and pets.
Catholic Charities Archdiocese of Hartford: Providing human services and behavioral health support in Connecticut.
Customer service, bilingual English/Spanish, high school diploma or GED, basic math, office computer skills, ability to manage payments and assist clients.
Osaic: Provides wealth management services to independent financial advisors.
High school diploma or GED required; professional office experience preferred. Requires strong communication, organization, problem-solving, Microsoft Excel proficiency, and basic math skills.
Osaic: Wealth management platform for independent financial professionals
High school diploma or GED, professional office experience, strong organization and communication skills, problem-solving ability, Microsoft Excel proficiency, and valid US work authorization without sponsorship.
Family Centers: Provides early education, healthcare, and human services to families.
3+ YOERequires 3+ years of experience, strong Microsoft Office skills, excellent written and oral communication, attention to detail, and ability to relate to children and adolescents; bilingual English/Spanish and EPIC preferred.
Indeed: Online employment platform for job seekers and employers.
2+ YOERequires 2+ years of related experience, customer problem-solving skills, tech savviness, multitasking ability, adaptability, and willingness to manage high inbound volume.
PIP Printing and Marketing Services: A fast-paced printing delivering quality print solutions and customer experiences.
College degree required; experience in commercial printing preferred; strong communication; proficient with Microsoft Office; PrintSmith experience a plus; able to multitask in a deadline-driven environment.
PIP Marketing Signs Print of New England: Provides commercial printing, signage, and integrated marketing services.
Experience in commercial printing preferred; college degree; strong communication; proficient in Microsoft Office; familiarity with PrintSmith or similar software.
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
0+ YOEStrong attention to detail, communication, customer service, presentation, organizational, and teamwork skills. Microsoft Office proficiency required; 0–2+ years of insurance servicing experience and Surety experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Epic, Sure Path
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
Strong attention to detail, communication, customer service, presentation, and organizational skills; Microsoft Office knowledge required. Insurance, Surety, Epic, and Sure Path experience are pluses.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Epic, Sure Path
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOEBachelor's degree in a relevant quantitative or finance field; 2-5+ years in financial services; Addepar expertise; Excel, text-file, financial data, automation, and communication skills.
Addepar, Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac, Microsoft Excel, JSON, XML, Python, SQL, Power Automate, Salesforce, Monday.com, Jira, GitLab
American Income Life: Provides supplemental life and health insurance to working families.
No industry background is necessary; training is provided. Requires communication, listening, interpersonal, organizational, scheduling, and detail-oriented skills, with willingness to learn and work independently.
Client Support Specialist - Greater Tri- State Area (REMOTE)
New York City or Roslyn or Garden City or Fairfield or Lake Grove or Plainview or Stamford or Greenwich or Chappaqua or Scarsdale or Connecticut
$44k-$80k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, 2–3 years of financial services experience, customer support and problem-resolution skills, financial planning knowledge, technological proficiency, and consultative communication skills.
InterCommunity: Provides community primary care, mental health and addiction services.
3+ YOECurrent CNA/MA (CT) or Peer Support Specialist certification or degree in human services; CPR within 60 days; 3 years residential experience preferred; Epic documentation; assist clients with ADLs and maintain therapeutic milieu.
Security Industry Specialists: Provides specialized security solutions for corporations and high-profile clients.
High school diploma or GED, must complete and maintain state guard certification and any client-required certifications, professional appearance and interpersonal skills.
West Babylon or Suffolk County or Nassau County or Queens County or Kings County or Bronx County or New York County
$50k/yrFieldFull Time
RiseWell Community Services: Provides community-based mental health, housing, and social wellness services.
Providing direct substance abuse recovery and harm-reduction services as part of a mobile ACT team; connecting clients to community resources and supporting relapse prevention.
Behavioral Health Network: Provides behavioral health and addiction treatment services.
1+ YOEHigh school diploma/GED, one year working with substance abuse populations, valid driver's license, insured registered vehicle, and commitment to client empowerment; Spanish/English bilingual preferred.
Behavioral Health Network: Provides mental health and substance use disorder treatment services.
1+ YOEHigh school diploma or GED, one year of substance abuse population experience, valid driver's license, insured registered vehicle, and commitment to client empowerment. Spanish and English bilingual ability preferred.