55 client services specialist jobs at 38 companies in Connecticut
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Client Services Specialist
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yrOnsiteFull Time
Sun LifeTSX: SLF: Global financial services organization specializing in insurance and wealth.
1+ YOERequires 1+ year of customer service or call center experience, excellent verbal and written communication, problem-solving, multitasking, adaptability, and client-focused interpersonal skills.
San Antonio or New York City or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
Stirista: Identity-data marketing helping brands and agencies acquire and retain customers through email, digital, and CTV.
3+ YOE3+ years experience in sales/marketing or related fields; bachelor’s degree preferred; proficiency with Microsoft Office Suite and Google Suite; strong communication, organization, and client-facing skills.
Microsoft Office Suite, Google Suite, OMNA Identity Graph
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yrOnsiteFull Time
Sun LifeTSX: SLF: Global financial services organization specializing in insurance and wealth.
1+ YOERequires 1+ year of customer service or call center experience, strong verbal and written communication, problem-solving, multitasking, adaptability, empathy, and availability for flexible shifts and overtime.
Moneco Advisors: Independent RIA providing financial planning, investment management, tax, and business advice to individuals, families, and business owners.
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
Cox Automotive: Privately held automotive services and software serving dealers, fleets, lenders, automakers, and car shoppers.
3+ YOERequires a high school diploma/GED and 3 years of related experience, or a related degree/certification with up to 1 year of experience. Requires communication, organization, Excel, data entry, and problem-solving skills.
Microsoft Excel, Web Wrench, MobileFrame, RO Writer
Boston or Connecticut or Massachusetts or United States
OnsiteFull Time
Cox Fleet: Keeps your fleet moving.
3+ YOERequires a high school diploma/GED and 3 years of related experience, or equivalent education and experience. Requires communication, organization, Excel, data entry, customer service, and problem-solving skills.
Microsoft Excel, Web Wrench, MobileFrame, RO Writer
Companions and Homemakers: Connecticut-based private non-medical home-care provider serving older adults with companion and homemaker services.
1+ YOEHigh school diploma required; associate or bachelor's degree preferred. One year of home care or healthcare and client scheduling experience preferred. Requires communication, computer, coaching, conflict resolution, and organizational skills.
Rochester or Ohio or Connecticut or Nevada or Iowa or Texas or Tennessee or Maine or Wisconsin or Illinois or Minnesota or New York or New Hampshire or South Carolina or Missouri or Virginia or North Carolina or Florida or Pennsylvania or Maryland or Alabama or Wyoming or Massachusetts or Arizona or Indiana or Michigan
$21-$29/hrHybridFull Time
EPIC Retirement Plan Services: National retirement plan recordkeeper and administrator serving banks, trust companies, advisors, TPAs and plan sponsors.
2+ YOEAssociate's degree and two years of customer service experience, or equivalent; Microsoft Office knowledge required; QKA preferred; strong communication, math, problem-solving, and document interpretation skills.
New York City or New York or New Jersey or Connecticut or United States
$69k-$113k/yrHybridFull Time
Healthfirst: Not-for-profit New York health insurer providing Medicaid, Medicare, and other health plans to New Yorkers.
2+ YOEAssociates degree or equivalent experience; 2+ years client support/customer success experience (preferably Healthcare IT or pharmacy); training development; CRM/ticketing/knowledge tools (ServiceNow, Jira, SharePoint); ability to travel to client sites.
ServiceNow, Jira, Microsoft SharePoint, Microsoft Office, Microsoft Visio, EHR
Gateway Services: Privately held pet aftercare provider offering cremation, burial, memorial, and grief-support services to families and veterinary clinics.
Compassionate, detail-oriented customer service professional able to communicate empathetically, remain calm in sensitive situations, use phone and email, and work onsite in a fast-paced team environment.
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
High school diploma or GED required; professional office experience preferred. Requires strong communication, organization, problem-solving, Microsoft Excel proficiency, and basic math skills.
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
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.
New York or New Jersey or Connecticut or United States
$69k-$113k/yrHybridFull Time
Healthfirst: Not-for-profit New York health insurer providing Medicaid, Medicare, and other health plans to New Yorkers.
2+ YOEAssociates degree or equivalent experience, 2+ years in client support/customer success (healthcare IT preferred); experience with training development/delivery, CRM/ticketing/knowledge tools, documentation, and onsite client support.
ServiceNow, Jira, Microsoft SharePoint, Microsoft Office, Microsoft Visio, EHR, Pharmacy Management Software
Family Centers: Connecticut nonprofit providing education, health care, and supportive services to children, adults, families, and communities.
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: The world's largest job site and hiring platform.
2+ YOERequires 2+ years of related experience, customer problem-solving skills, tech savviness, multitasking ability, adaptability, and willingness to manage high inbound volume.
Hartford or Phoenix or Houston or Dallas or Charlotte or Atlanta or Miami
HybridFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
3+ YOEP&C license and at least 3 years of relevant surety experience required. Strong communication, customer service, organization, prioritization, decision-making, and multitasking skills required.
Hartford or Phoenix or Houston or Dallas or Charlotte or Atlanta or Miami
HybridFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
3+ YOEP&C license and at least 3 years of relevant surety experience required. Strong communication, customer service, organization, prioritization, judgment, and multitasking skills required; ability to learn EPIC.
Safe Horizon: The nation's leading victim assistance organization.
Bachelor's degree or relevant experience and training; requires crisis intervention, telephonic assessment, rapport-building, documentation, multitasking, problem-solving, and high-stress communication skills.
iCapital: Financial technology platform powering the global alternative investment marketplace.
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