1mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
3mo
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Client Specialist
Wainscott, New York, United States
$20/hr OnsitePart Time
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness; must be 18+, available mornings/afternoons/evenings including weekends and holidays.
POS
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide customer-facing reception, appointment scheduling, payment processing, client education, basic hospital maintenance, and medical record management in a veterinary practice.
5d
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Client Services Representative
Westport, Massachusetts, United States
$18-$21/hr OnsiteFull Time
1+ YOEMinimum 1 year of customer service experience in veterinary medicine; strong communication, multitasking, client management, recordkeeping, scheduling and payment processing skills.
2d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
2w
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Client Specialist
Cranston, Rhode Island, United States
OnsitePart Time
Retail sales experience, strong communication and organizational skills, technological aptitude with POS/computer/iPad/handheld systems, availability 20–29 hours/week, flexible schedule including evenings/weekends/holidays, ability to lift 40 lbs.
POS, computer, iPad, handheld
3mo
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Client Service Specialist
Madison, Connecticut, United States
$52k-$65k/yr OnsiteFull Time
2+ YOEBachelor’s degree (or equivalent) and 2-6 years client service or operations experience in wealth management; proficient in Microsoft Office; CRM experience; knowledge of financial accounts and investments; strong organization and communication.
Microsoft Office, CRM systems, Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide front-desk customer service including greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness; prior CSR experience preferred.
Workday
3d
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Director, Client Relations
El Dorado Hills or South Windsor or Edgewood or Coppell or Kansas City
$125k-$135k/yr HybridFull Time
6+ YOE2+ Mgmt6+ years client-facing service experience, 2+ years team leadership, strong MS Office skills, project/process management, financial acumen, contract negotiation, and ability to lead cross-functional initiatives.
MS Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneNote
3w
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Client Advocate/Paralegal
Providence or Colorado or Connecticut or Florida or Georgia or Illinois or Louisiana or Maine or Massachusetts or New Jersey or North Carolina or Ohio or Rhode Island or South Carolina or Texas or Utah or Virginia
$44k/yr HybridFull Time
High school required (BA preferred); strong verbal/written communication, client service experience preferred; proficiency with Microsoft Office, Outlook, and Adobe Acrobat; ability to obtain PIV card and VA network access (govt background check).
Microsoft Office, Outlook, Adobe Acrobat
3w
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Client Care Coordinator
Middletown or Meriden
$22/hr OnsiteFull Time
2+ YOEHigh school diploma and 2 years progressive experience required (bachelor's preferred). Duties include client engagement, DOC/CSSD liaison, Medicaid assistance, data entry (CDCS), reporting, strong written/verbal communication and attention to detail.
CDCS, CSSD Reporting system
1mo
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Client Service Coordinator Glastonbury
Glastonbury, Connecticut, United States
$17-$22/hr OnsitePart Time
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative and financial tasks, strong communication, multi-tasking, computer skills, ability to lift up to 50 lbs; HS diploma preferred; 1 year related experience required.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
2w
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Client Manager I - Commercial Lines
Stafford, Connecticut, United States
HybridFull Time
1+ YOE1–2 years insurance or customer service experience preferred; active state P&C and/or L&H insurance license; B2B client service, account renewals, carrier placement, AMS360 familiarity, strong communication and organizational skills.
AMS360
3mo
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Licensed Private Client Banker
Storrs, Connecticut, United States
$25-$38/hr OnsiteAll Commitments Available
Licensed Private Client Banker with FINRA S6, S63, SIE, Life/Health licenses; strong sales, relationship building, financial advice, and ability to manage client relationships with up to $2M assets.
Microsoft Windows, Microsoft Office, Word, Excel, Mobile apps, Web-based browsing
2w
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Director, Client Service Manager
Smithfield or Jersey City or Westlake
$95k-$186k/yr OnsiteFull Time
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
Microsoft Office
1mo
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Client Service Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
2+ YOE2+ years operations or service experience in financial services preferred; bachelor's degree preferred. Strong operational/process knowledge, customer service, communication, prioritization, escalation awareness, and continuous learning.
2w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
Salesforce
1mo
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Client Support & Benefits Representative
Newport, Rhode Island, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM
3mo
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Private Client Relationship Manager
Melville or Bridgehampton or Jersey City or Summit
$85k-$105k/yr HybridFull Time
5+ YOEP&C insurance license, high school/GED, 5+ years client management experience, proficiency with Microsoft Office/Outlook; Sagitta and ImageRight preferred; strong written/verbal skills and ability to mentor associates.
Microsoft Office, Microsoft Outlook, Sagitta (ATS), ImageRight