69 client services specialist jobs at 45 companies in West Haven, CT
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Client Services Specialist
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: Provides identity resolution and data-driven marketing services.
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
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
The PCA Group of Companies: Omnichannel distribution and fulfillment for global beauty brands.
High school diploma or equivalent; experience in customer service, logistics, or related operations; CRM, ERP, WMS, SaaS, or ticketing platform experience; Microsoft Office proficiency; strong communication and problem-solving skills.
CRM, WMS, SaaS, Microsoft Office, Microsoft Outlook, Microsoft Excel, ERP
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.
Regional Client Partnership Specialist, Educational Services - Long Island/Westchester
Westchester County or New York
$60k-$80k/yrFieldFull Time
Aya Healthcare: Provides healthcare staffing and workforce management software solutions.
1+ YOEBachelor's degree or equivalent experience; direct experience in educational services & therapy staffing sales; 1+ year as a top-producing sales performer; metrics-driven with client relationship skills.
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.
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
6+ YOEHigh school/GED; 6+ years customer service and sales experience (financial services preferred); ability to prospect, train/mentor, use digital products/self-service technologies, and build client relationships.
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
ARCXIS: Engineering, inspection, and energy services for residential home builders.
3+ YOEHigh school diploma/GED, 3+ years general office experience, 2+ years scheduling experience, data entry, 50-60 WPM typing, proficiency with Microsoft Office/Word/Excel and CRMs, strong communication and prioritization skills.
Microsoft Office, Microsoft Word, Microsoft Excel, CRMs, Salesforce
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
Signarama: A global signage franchise offering growth opportunities and professional development.
2+ YOECustomer service and account coordination experience; 2–3 years in sign permitting/insurance; strong communication; detail-oriented; capable of multitasking in a fast-paced environment.
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.