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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
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
1mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
3+ YOEPrefer 3-5 years client service experience in finance or a related degree; Series 7 and 66 licenses not required at hire; strong communication, attention to detail, and proficiency with Microsoft Office.
BrassRing, Microsoft Office
2mo
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Senior Client Accountant
Mexico or Stamford
OnsiteFull Time
5+ YOEAccountable for accounting of premiums and claims for assigned clients; reconciling facultative reinsurance closings; posting claims; credit control and collections; client queries; Excel automation and SAP experience preferred; strong English skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP
2w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Care
Brewster, New York, United States
$20-$25/hr OnsiteFull Time
Provide client communication, schedule appointments, return calls, coordinate records and discharges, perform follow-up calls, and ensure timely callbacks; reliable transportation required.
ezyVet, Google Sheets
1w
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Principal, Client Engagement
Greenwich, Connecticut, United States
$140k-$200k/yr OnsiteFull Time
10+ YOE10+ years in US hotel/hospitality industry with proven business development, client engagement, and senior relationship management; strong leadership, forecasting, and pipeline management skills.
Smartsheet, HubSpot, Microsoft Office
1mo
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
1mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
3w
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Client Service Representative
Larchmont, New York, United States
$18-$20/hr OnsiteFull Time
Front-desk client service including greeting, phone answering, scheduling, payment processing, client education; animal-related experience preferred; strong interpersonal and computer skills; flexible schedule.
Workday
1mo
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Client Partner, Comms
Stamford or Denver or New York City
$200k-$280k/yr OnsiteFull Time
10+ YOE10+ years selling IT services to C-level clients in Telecom/Comms, P&L ownership of large accounts (> $15M), experience across AI/Cloud/Data/Analytics/Infrastructure/Cyber, strong communications and global delivery knowledge.
2mo
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Client Relationship Specialist
Wappingers Falls, New York, United States
OnsiteFull Time
Outgoing, customer-focused individual who can educate clients, build relationships, and manage orders using a POS system.
Point of Sale System, POS system
2mo
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Client Services Representative
Westbury, New York, United States
$24-$28/hr OnsitePart Time
Part-time client services role supporting financial advisors; strong communication, admin and MS Office skills; on-site in Westbury, NY.
Microsoft Office (Word, Excel, PowerPoint)
2mo
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Client Services Coordinator
Shelton, Connecticut, United States
$65k/yr OnsiteFull Time
2+ YOE2+ years admin/marketing/client services; CRM & MS Office; real estate experience preferred; strong organizational and communication skills.
CRM, Microsoft Office
2mo
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Client Service Specialist
Stamford or New York
$95k-$125k/yr HybridFull Time
2+ YOE2+ years in financial services/asset management; client service, onboarding, and account transitions experience; strong communication and problem-solving skills.
1mo
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Manufacturing Client Services Manager
Fairfield or United States
$60k-$65k/yr RemoteFull Time
2+ YOE2+ years client-facing staffing experience; experience with MSP/VMS and direct-to-client accounts; ability to manage high-volume requisitions (30–75), deliver against SLAs/KPIs, strong client relationship and consultative communication skills.
Bullhorn, Candidately, VMS, MSP
2mo
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Client Care Specialist
Waterbury, Connecticut, United States
$19-$21/hr OnsiteFull Time
Customer service, bilingual English/Spanish, high school diploma or GED, basic math, office computer skills, ability to manage payments and assist clients.
EMR
1mo
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Client Service Representative
Ridgefield, Connecticut, United States
$20/hr OnsiteFull Time
1+ YOE1–3 years veterinary or medical front-desk experience preferred; strong communication, multitasking, phone, scheduling and payment skills; empathetic client service.
3d
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
1mo
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Surety Sr. Client Advocate
Atlanta or Philadelphia or Boston or Hartford or Dallas or Houston or Tempe
OnsiteFull Time
10+ YOE10+ years surety and client management experience, surety program management, strong technical product knowledge, negotiation and communication skills, leadership and analytical ability, and ability to obtain/maintain required industry licensing.
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