Client Services Associate
$135k - $200kCareer Group
A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as theoperational heart of our Client Service team. In this high-visibility role, you aren't just providing support; you are the "connective tissue" ensuring our world-class clients receive an unparalleled experience. You will field, coordinate, and execute everything moving in and out of a fast-paced, high-stakes environment. Location: Westport, CT (Hybrid: 4 days onsite / 1 day remote). Compensation & Benefits: $135,000 - $200,000 (Includes base salary + discretionary target bonus) plus exceptional benefits package What You’ll Do Drive Operations: Partner with Senior Client Advisors to translate business goals into an organized operational cadence. Project Management: Orchestrate logistics for client events, global travel, and high-level presentations from concept to execution. Client Interface: Serve as the first point of contact for sophisticated global institutional investors, handling inquiries with extreme professionalism. Synthesize & Synchronize: Distill complex information for senior leaders, manage CRM data, and ensure the team is fully prepped for every interaction. Problem Solve: Anticipate bottlenecks before they happen and turn ambiguity into action. Who You Are Operationally Excellent: You have "grit" and a track record of managing high-volume, complex workflows without dropping the ball. Proactive & Flexible: You take ownership of your work. While standard hours are ~9:00 AM - 5:30 PM, you have the flexibility to log in early or late to support global clients and meet deadlines. Polished Communicator: You can navigate high-pressure situations with calm and professionalism. Backgrounds That Excel Here Financial services experience is a plus, but we value track record over industry . We've seen great success with candidates from: Event Management & Logistics Executive or Administrative Support Project Management Investor Relations #J-18808-Ljbffr Career Group
$125k - $200k
...Job Description Job Description Client Service Associate Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exceptional service and that your team is achieving...Suggested$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office$100k - $120k
...flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving... ...dealers. Position Overview We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you...SuggestedWork at officeRemote work- ...Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield...SuggestedWork at office
$35.36k - $61.2k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedHourly payTemporary workWork at officeLocal area- ...Norwalk offers the opportunity to contribute to a high-performing, client-focused office that values excellence, collaboration, and... ...for delivering a pre-eminent level of Sales Support and Client Service, enabling financial representatives (reps) to effectively manage...Work at officeHome office
- Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors, handling multiple client inquiries, ensuring timely and accurate materials, and promoting banking solutions integrated with wealth management. The role emphasizes...
- ...assessment, personally tailored learning programs, and one‑on‑one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member of the team, responsible for creating a seamless...Full timeSeasonal workWork at officeLocal areaMonday to Friday
- ...Overview Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to support our team in Westport, CT. Responsibilities Keep management systems up-to-date with client information Educate clients on account services and...Full timeWork at office
- ...Wealth is currently seeking a professional Client Experience Coordinator for a very busy... ...scheduling, hospitality, and office services, to support stakeholder productivity and... ...diploma or equivalent required. ~ Associate degree in business, communications, hospitality...Work at office
- ...Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role,... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
- ...Service Associate Accurately and efficiently processes all customer transactions in accordance with established policies and procedures,... ...acts as a resource in identifying, resolving, and processing client servicing and transaction requests. Essential Duties And Responsibilities...Bank staffLocal areaFlexible hoursNight shift
- ...Our client is seeking a Service Advisor to join their advisory team. This is a client-facing role with a strong emphasis on holistic financial guidance, and is open to advisors bringing an existing book of business, those without one who want to grow into the role, or...Flexible hours
- ...About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...this role, you will:Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service...Ongoing contractWork experience placementWork at officeImmediate start
- ...Client Service Coordinator This posting will remain open for a minimum of two weeks from the posting date. A career at Banfield means... ...of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...Local areaShift workAfternoon shift
$25 - $44 per hour
...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business...Hourly paySeasonal workShift workDay shift- ...about what makes us different and how you can make your mark as a Client Advisor. Marsh McLennan Agency (MMA) provides business... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...Local areaNight shift
- ...Wealth Management Client Associate Stamford, Connecticut To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$22 per hour
...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...Hourly pay- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- Customer Service Specialists work closely with wholesale and retail customers to determine... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...the applicable geographic differential associated with the location at which the position...Full timeContract workFor contractorsLocal area
- ...Job Description Job Description Job description In search of positive and professional Client Services Representatives for a luxury overnight care facility. Competitive salary, great work-life balance, and a place to work you’ll be proud to be a part of. Spot On...Full timeNight shift
- ...Assistant Service Advisor Garavel CJDR, located in Norwalk, CT, has been your family Chrysler, Jeep, Dodge, and Ram dealership since 2002. We are Connecticut's highest-volume Jeep dealership and Dealer Rater of the Year 11 years in a row! At Garavel, we want to enhance...Contract workImmediate start
- ...environments for businesses of all types and sizes to call their own. We do all of this by blending really great places to work with 5-star service delivered by a well-trained, experienced and people focused team. It is workplace as a service. As we expand our network of...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hours
$130k - $170k
...Journal’s survey of the nation’s largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers, contribute...Full timeWork at officeFlexible hours$32 per hour
..., we want to hear from you. Job Description THE ROLE: Archive Services Representative – Media Transfer Project (Temporary) Project based... ...and time management. Please note project assignment associates are engaged to provide service to A+E Networks on a temporary...Hourly payContract workTemporary workWork at officeRemote work- ...having a lot of fun along the way. Job Overview The Bloomingdale's Client Specialist's primary responsibility is to maximize sales in... ...designated area/brand/category. This is done by offering outstanding service and product knowledge, maintaining compelling merchandise...Part timeFlexible hours
$90k - $120k
...Job Description Our client is seeking a Senior Client Delivery Specialist for a direct hire opportunity. This role will serve as a senior... ..., leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner...Work at officeLocal area- ...Bloomingdale's is looking for a Client Specialist to maximize sales while delivering exceptional customer service. The role involves creating a seamless shopping experience, maintaining merchandise presentation, and building client relationships. The ideal candidate should...
- ...Bankwell in New Canaan, Connecticut seeks a Private Client Group Support Associate to aid in managing client relationships and supporting day-to-day operations. In this full-time role, you will work closely with clients and internal teams to deliver exceptional banking...Full timeWork at office
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