Wealth Management Client Services Associate
$25 - $44 per hourBank of America ATM
A prominent financial institution in Hartford, CT is seeking a Client Associate to provide exceptional service and support to Financial Advisors. The role focuses on client engagement, ensuring timely responses to client needs while maintaining accurate communication. The ideal candidate will be enthusiastic, detail-oriented, and possess strong organizational skills. This is a full-time position offering competitive pay ranging from $25.00 to $44.00 per hour based on experience and skills, along with comprehensive benefits. #J-18808-Ljbffr Bank of America
- ...is a financial advisory firm built around a client-first philosophy. We are the architect of... ...planning model — clients pay only for the services they use, rather than surrendering a percentage of their assets under management. We believe in our formula and have a nearly...SuggestedPart time
$60k - $80k
...partners with health, education, and human services agencies to improve lives. Founded in 19... ...with experience in all 50 states, and clients in three Canadian provinces and Europe.... ...effectively integrate capabilities in client management and project management, collaborating...SuggestedContract workFor contractorsH1bWork at officeLocal areaRemote work- ...Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering...SuggestedRemote workFlexible hours
$25 - $44 per hour
Job Description Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship... ...America. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs)...SuggestedHourly paySeasonal workWork from homeShift workDay shift$18 - $22 per hour
Aerospace Alloys is looking for an entry-level Client Service Position in Bloomfield, Connecticut. The role involves communicating with customers throughout the sales process, processing quotes, entering sales orders, and coordinating with production and shipping. The...Suggested- ...Qualifications: Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills.... ..., and receive mentorship as you advance your career in client service leadership. Don't miss out on this chance to prioritize...Work from homeFlexible hours
$60k - $65k
ebbo is seeking a results-oriented Associate Client Manager in Rocky Hill, Connecticut. This role will support the client services team in managing and growing client accounts, collaborating with senior leadership and various teams to deliver strong client experiences and...- A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance... ...processing, client maintenance, and data management. Ideal candidates should have experience in financial...Full time
- ...Sargent is an independently owned, fast-growing investment advisory and wealth management firm. Our culture is based on serving clients well through customized, goal-oriented investment management services. We value dedication, hard work and a sense of urgency. We are...Work at officeLocal area
- J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT 6 days ago Be among the first 25 applicants Job Description At J.P. Morgan Chase,... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
- J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT Job Information Job Identification 210673555 Job Category Advisors Business Unit... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Full time
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$60k
...their most significant risk, workforce, wealth management and retirement challenges through... ...Benefit Solutions, a part of NFP. PPI is a service-first organization delivering end-to-end... ...and technology with a strong focus on client and partner needs. To learn more, please...Remote jobFull timeWork at office- ...voted one of Connecticut’s Best Places to Work . Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent,... ...advisory firm. We are seeking a highly organized and tech-savvy Client Service Specialist to help power the client experience within our...Temporary workWork at officeWork from home
- ...& Sargent, Inc. is seeking a proactive Client Relationship Specialist in Hartford, CT.... ...with clients, ensure accurate portfolio management, and support investment activities. Candidates... ...should have 3-5 years in the financial services industry, strong organizational skills,...
$163k - $413.6k
...seeking a new talent to lead our Account Management team and Residential Services where you will have the opportunity... .... As the Service Account Lead Associate Director - Residential Offering... ...you will be responsible for managing client dedicated teams providing a full...Live inWork at officeLocal area- ...Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote... ...Self-Funded Plans Supporting: Shared Services - provides service support to other IOA... ...Producer direction. Responsibilities include client service and communication, team leadership...Remote work
- Hartford Steam Boiler Inspection and Insurance Company seeks a Client Operations Manager Associate to support business development initiatives. This role involves cross-functional collaboration to ensure successful client interactions and maintaining operational health....
- Day Pitney LLP is searching for an associate with 3 to 4 years of trusts and estates experience to join their Private Client Department. The position is based in West Hartford,... ...succession planning and tax-efficient family wealth transfer strategies. Strong communication...Remote work2 days per week
- A leading financial services firm in Avon, CT is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role focuses on building lasting client relationships and offering tailored investment solutions. Ideal candidates should possess...
$21 per hour
A healthcare organization in New Britain, Connecticut is seeking a Patient Services Associate to provide exceptional customer service, manage patient schedules, and handle insurance information. Bilingual skills in English and Spanish are required. The role requires effective...Full time$78.1k - $117.2k
...offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health,... ...more than 6,400 employees and associates in our partner dental... ...for our Health & Risk Solutions Client Success group plays a critical...Work at officeLocal areaFlexible hours$70k - $75k
Job Title: Account Manager Reports to : Assistant Vice President, Customer Experience Department/Team: Customer Experience... ...Our success is built on a steadfast commitment to our clients - delivering exceptional service, developing long‑term partnerships, and always keeping...Full timeWork at officeRelocation$173.2k - $272.6k
...solutions to competitive threats. This is a field‑based account management role that is responsible for covering the following states:... ...' experience in Sales leadership, Key Account Management / Client Service Management, Marketing, and/or Strategy preferably in the Healthcare...Contract workFor contractorsWork at officeLocal areaRemote workMonday to Friday3 days per week- ...Customer Service Specialist Location: 20 Church Street, 16th Floor, Hartford, CT 0610... ...call volume call center background work. Client Note: Strong experience as a Customer... ...enhance knowledge and skills relevant to wealth management, financial planning, and client service...Long term contractMonday to FridayShift work
- Day Pitney's Private Client Department is seeking an associate with 3 to 4 years of trusts and estates experience... ...assets; and tax-efficient family wealth transfer strategies is a plus. Day... ...technical, professional and client service skills Strong written and verbal communication...Work at officeRemote workFlexible hours2 days per week
$80k - $85k
...Mediate.ly is seeking an experienced Account Manager to serve as the primary strategic and day to day partner for assigned client accounts. This role owns client... ...existing accounts (e.g., expanded scope, new services, seasonal initiatives) Support revenue growth...Seasonal workWork at officeRemote work$48.5k - $70.9k
...Print Production Spec/Client Service Representative - 1st Shift Full-time Air Force MOS: 25L1: Logistics Plans and Programs Navy... ...Administrative Specialist Army MOS: 42E: Administrative System Management Department: Administration & Customer Service Shift: 1...Full timeShift workWeekend workDay shift- ...for a Call Center Representative with a client based in Hartford, CT. Looking for... ...Deliver first class inbound customer service in every single contact as part of our... ...enhance knowledge and skills relevant to wealth management, financial planning, and client service...Long term contractTemporary workWork at office
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