Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Client Experience Specialist

Benjamin F. Edwards

Benjamin F. Edwards is looking for a Financial Client Associate in Hamden, CT. This role involves supporting Financial Advisors in providing exceptional service and managing client relationships. Responsibilities include opening accounts, resolving inquiries, preparing reports, and assisting in financial planning. Candidates should have a Bachelor’s degree, customer service experience, and proficiency with Microsoft Office. We offer a comprehensive benefits package which includes health, dental, vision, and 401(k). #J-18808-Ljbffr Benjamin F. Edwards

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Client Experience Specialist in Hamden, CT vacancy
  • $29.24 - $36.54 per hour

    Benjamin F. Edwards is seeking a Registered Financial Client Associate in Hamden, Connecticut. This role involves providing administrative...  ...Candidates should possess a Bachelor's Degree, 2+ years of experience in financial services, and proficiency in Microsoft Office.... 
    Financial
    Hourly pay
    Work at office

    Benjamin F. Edwards

    Hamden, CT
    16 hours ago
  • $23.47 - $38.62 per hour

     ...offers training to prepare you for success, regardless of your experience level. Position Details Openings : Nationwide...  ...Comprehensive plans available Retirement Savings : Long-term financial planning options Career Advancement : Opportunities to grow... 
    Financial
    Hourly pay

    Postal Jobs Resource

    New Haven, CT
    more than 2 months ago
  •  ...problem. Training and mentorship are built into the experience. What you can expect: Fully remote work...  ...advancement Primary responsibilities: Speaking with clients via phone or virtual platforms Learning about their financial priorities to suggest appropriate insurance and... 
    Financial
    For contractors
    Remote work
    Flexible hours

    Kensington Partners Group

    New Haven, CT
    1 day ago
  •  ...Virtual Client Consultant About the Role :  Nuvant is hiring a Virtual Client Consultant...  ...to help prospective clients explore financial solutions that align with their personal...  ...and follow-up skills Previous experience in sales, appointment setting, or client... 
    Financial

    Nuvant Consulting Group

    New Haven, CT
    4 days ago
  •  ...in hospitality and teamwork. You will ensure exceptional guest experiences, hold team members accountable, and drive business results...  ...demonstrates a commitment to team development. Join us to lead with heart and achieve our financial responsibilities. #J-18808-Ljbffr Chili's
    Financial

    Chili's

    New Haven, CT
    5 days ago
  • -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training... 
    Remote job
    Full time

    Zuzick Organization of Globe Life

    Hamden, CT
    3 hours ago
  • $84k - $110k

     ...including preparation of audit schedules, financial statements and notes to the financial...  ...close process. Prepare or assist in client's internal financial statements, ensuring...  ...relevant field ~3 years of relevant work experience ~ Achieve professional certifications... 
    Financial
    Work experience placement

    CBIZ

    New Haven, CT
    1 day ago
  • $60k - $200k

    A leading financial services organization in Connecticut is seeking an Insurance Sales Producer...  ...opportunities while addressing various client needs. The role offers a base salary...  ...60,000 to $200,000+, reflective of your experience and performance. Join an equal opportunity... 
    Financial

    World Insurance As

    Hamden, CT
    3 days ago
  •  ...flexible and rewarding sales career? Join our team as a Remote Client Acquisition Specialist and leverage our exceptional company culture, rapid...  ...candidates are not eligible for this position.You'll be offering financial products like Indexed Universal Life (IUL), annuities,... 
    Financial
    For contractors
    Remote work
    Work from home
    Home office
    Flexible hours

    Legacy Harbor Advisors

    New Haven, CT
    5 days ago
  •  ...Advisor to join a fast-growing RIA. In this client-facing role, you will assist existing...  ...Key responsibilities include developing financial and tax plans, maintaining client...  ...touch service. Ideal candidates will have experience in wealth management or financial planning... 
    Financial

    Advisor Talent Solutions

    Shelton, CT
    1 day ago
  • $50k - $100k

     ...Excellent customer service and communication skills. Previous experience in insurance or a related field preferred. Compensation: $5...  ...in East Haven, CT and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... 
    Financial
    For contractors

    State Farm

    New Haven, CT
    4 days ago
  •  ...Associates ("World") is a unique financial services organization with a...  ...network of brokers and specialists who empower people to make informed...  ...Summary The Associate Client Representative supports the...  ...member. Order loss runs. Work Experience 0-2 years’ experience in... 
    Financial
    Work experience placement

    World Insurance As

    Hamden, CT
    5 days ago
  • $35k - $50k

     ...Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency....  ...in East Haven, CT and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... 
    Financial
    For contractors

    Chris Raffone - State Farm Agent

    North Haven, CT
    1 day ago
  •  ...teller transactions. Candidates should have 1-3 years of relevant experience, strong communication skills, and the ability to work...  ...with regulations. Join a community bank dedicated to providing outstanding service and financial solutions. #J-18808-Ljbffr Mybankwell
    Financial
    Shift work

    Mybankwell

    Hamden, CT
    5 days ago
  • $1,200 per month

     ...health and wellness today and prepare for financial stability tomorrow. We believe that...  ...relationship. Advise and assist Client Service Specialist(s) as subject matter and system expert...  ...major or equivalent demonstrated work experience highly preferred. Experience:... 
    Financial
    Temporary work
    Work experience placement
    Flexible hours

    Beneflex, Inc.

    New Haven, CT
    5 days ago
  • $50k - $75k

     ...interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. Compensation: $50,0...  ...in East Haven, CT and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... 
    Financial
    For contractors

    State Farm

    New Haven, CT
    4 days ago
  • $28.43 per hour

     ...Abilities to work under pressure and deadlines. Demonstrated experience working as part of a team. Preferred Licenses and Certifications...  ...Provides specialized information on administrative, academic, financial aid, and procedural matters to students, prospective students,... 
    Financial
    Work experience placement
    Work at office

    Yale University

    New Haven, CT
    4 days ago
  •  ...Haven Connecticut Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their...  ...Education High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred... 
    Financial
    Bank staff
    Work at office
    Immediate start
    Flexible hours
    Night shift

    KeyBank

    New Haven, CT
    4 days ago
  • $47.74k - $63.75k

     ...responsible for ensuring a positive customer experience through the effective orchestration of...  ...service throughout the lifecycle of client implementation. Planning and managing...  ...enhance your physical, mental, emotional and financial wellbeing. We're able to answer any... 
    Financial
    Full time
    Temporary work
    Work at office
    Remote work
    Work from home

    Lumen

    New Haven, CT
    1 day ago
  •  ...~ High School Diploma or GED required ~1 year related work experience required ~ Excellent customer service skills ~ Maintain a...  ...Computer & Technology. Our support staff, including Admissions, Financial Aid and other administrative professionals, to our qualified... 
    Financial
    Work experience placement
    Work at office

    Porter and Chester Institute

    Hamden, CT
    3 days ago
  •  ...ForgeFit is seeking a Remote Customer Service Specialist to ensure customers have a positive experience from order to installation. This role requires strong communication and problem-solving skills, along with a desire to help others. The ideal candidate should have at... 
    Remote work

    ForgeFit

    New Haven, CT
    2 days ago
  • $110k - $150k

     ...mentoring, meaningful responsibility, and client interaction are the standard—not the...  ...Attorney with 2 to 5+ years of litigation experience to join our growing Workers’ Compensation...  ...Benefits competitive salary Multiple financial bonus opportunities throughout the year... 
    Financial
    Local area

    Marshall Dennehey

    New Haven, CT
    4 days ago
  •  ...A financial services agency in Connecticut is looking for a passionate individual to conduct virtual consultations and manage client relationships. This role offers flexibility with a work-from-home option and a competitive incentive program. Enjoy a fulfilling career... 
    Financial
    Remote work
    Work from home

    AO Garcia Agency

    West Haven, CT
    3 days ago
  • $750 per week

     ...connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative assistant roles,... 
    Part time
    Casual work
    Remote work
    Flexible hours

    AFG

    New Haven, CT
    4 days ago
  •  ...play a crucial role in ensuring a smooth and efficient patient experience Your Impact: Be the Patient's First Point of...  ...verify patient information, and maintain accurate records. Financial Accuracy: Collect co-pays, verify insurance eligibility, and... 
    Financial
    Full time
    Work at office
    Flexible hours
    Weekend work
    Afternoon shift

    ReFocus Eye Health

    Hamden, CT
    2 days ago
  •  ...A global financial services firm is seeking a Remote Bookkeeper to join their team. You will...  ...day bookkeeping tasks, communicate with clients, and assist with financial reports. The...  ...should have 1-2 years of bookkeeping experience and be proficient in QuickBooks or Xero.... 
    Financial
    Full time
    Remote work

    Bank Statement

    New Haven, CT
    4 days ago
  • $90 per hour

     ...Administrator/Insurance Authorization Specialist- TEMP Position Are you...  ...vital support behind our client's top-tier healthcare team....  ...data entry, intake, and financial counseling, ensuring clarity...  ...Office, and billing systems Experience in a healthcare setting,... 
    Financial
    Hourly pay
    Temporary work
    Work at office

    Northwell Health

    New Haven, CT
    2 days ago
  • $50k - $100k

     ...policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred....  ...in East Haven, CT and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... 
    Financial
    For contractors

    State Farm

    New Haven, CT
    4 days ago
  • $18 per hour

    Responsibilities Provide positive customer experiences that significantly affect the customer’s likelihood to continue to use and buy additional service from HomeTeam Pest Defense. Provide information to prospects and initiate new service. Answer questions, research... 
    Hourly pay

    HomeTeam Pest Defense

    New Haven, CT
    4 days ago
  •  ...Service Advisor to join their team. This is an exciting opportunity for individuals from various industries, as no prior automotive experience is required. The company offers comprehensive training and a supportive work environment. The ideal candidate should possess... 

    Acura Of Milford Whol Parts

    North Haven, CT
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Client Experience Specialist. Be the first to apply!