56 client services specialist jobs at 36 companies in Thomaston, CT
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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 LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
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.
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yrOnsiteFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
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 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
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.
Gateway Services: Provides pet cremation, burial, and memorial aftercare services.
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: 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.
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.
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.
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.
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
2+ YOEBachelor’s degree preferred or equivalent experience; 2+ years in financial services or client service; knowledge of account opening procedures, ACAT transfers, custodial platforms; CRM familiarity; strong communication, organization, and multi-tasking skills; MS Office; Vertafore a plus; insurance licenses and ongoing education required.
Microsoft Office, CRM systems, Black Diamond/Salentica, Vertafore
Marshall & Sterling: Independent insurance brokerage and risk management firm.
High school diploma or equivalent, proficiency with AI tools, task management systems, and Microsoft Office, plus strong organization, detail orientation, and collaboration skills.
AI tools, task management systems, Microsoft Office
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.