Client Services & Investments Associate (Hybrid)
NFP, an Aon company
Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants with client servicing, account administration, and trading. Hybrid work and emphasis on AI tools for operations. Responsibilities include handling money movements, trade paperwork, and onboarding; strong CRM and Microsoft Suite skills required. 1–3 years in finance preferred. #J-18808-Ljbffr NFP, an Aon company
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services & Investments Associate (Hybrid) in Windsor, CT vacancy
- Fiducient Advisors is a trusted partner for wealth and institutional clients, offering a hybrid work model with three days in the office and two days remote. The Client Service Associate supports investment consultants in account administration, client servicing, and...SuggestedWork at officeRemote work
$137.9k - $229.8k
Who we areCigna Investment Management (CIM) manages or oversees more... ...portfolio analysts to develop client reports, senior management presentations... ...in Bloomfield, CT with a hybrid work arrangement (3 days in... ...or fiber optic internet service provider with speeds of at least...SuggestedFull timeTemporary workWork at officeLocal areaWork from home$89.4k - $149k
Cigna Investment Management (CIM) manages over $20 billion in assets... ...publicly traded global health services company. CIM’s assets are invested... ...is Bloomfield, CT with a hybrid work arrangement (days in... ...to enhancing the lives of our clients, customers and patients. Join...SuggestedFull timeTemporary workSeasonal workWork at officeLocal areaWork from home$65k - $90k
...business management, empowering clients to navigate complexity with... ..., visit The Client Service Associate role is a valuable part of the... ...to help them achieve their investment goals, no matter how big or... ...events. This role offers a hybrid work model with three days in...SuggestedWork experience placementSummer workWork at officeLocal areaRemote workShift work- RCN Capital, LLC. is seeking a Loan Servicing Modification Specialist to join our Loan Servicing... ...provide courteous customer service to clients both internal and external. The ideal... ...Training will be onsite initially, with hybrid work up to 3 days remote after the...SuggestedRemote work
$150k
...environment. Compensation: Salary range up to $150K. Locations: Hartford, CT Hybrid Seniority level Mid-Senior level Employment type Full-time Job function Analyst and Finance Insurance and Financial Services #J-18808-Ljbffr DW Simpson Global Actuarial & Analytics RecruitmentFull time- ...actuarial pricing models and related software to support pricing decisions and special projects, while collaborating across teams in a hybrid work environment. The role requires MG-ALFA modeling experience and 1-4 years actuarial experience, with strong analytical,...
- Talcott Financial Group is seeking a dedicated customer service professional to join our Retail Organization in the Operations team. You... ...and support agent onboarding and policy issuance. Role offers hybrid work in Hartford, CT with remote consideration and requires...Contract workWork at officeRemote work
$86.8k - $165.2k
...BLDG ENG Position Role Type:Hybrid U.S. Citizen, U.S. Person, or... ..., world-class operations and investments in research and development,... ...the design, manufacture and service of aircraft engines and auxiliary... ...multiple suppliers.The NPI Associate Account Specialist will be...Temporary workWork experience placementWork at officeRemote workFlexible hours- ...Connecticut seeks a Tax Manager to join our Commercial Services Industry Group. The role focuses on managing tax... ...and advisory engagements, with a team-oriented, client-service mindset and opportunities for leadership in a hybrid work setup. The successful candidate will hold a...
$121.1k - $201.9k
...Senior Accounting Manager to join our Cigna Investment Management (CIM) Accounting organization... ...with global operations or shared service organizations.This position supports Cigna... ...committed to enhancing the lives of our clients, customers and patients. Join us in driving...Full timeLocal areaWork from home$19 - $25 per hour
...multiple regional hospitals, Jefferson Radiology offers a breadth of services and a level of diagnostic and therapeutic radiology expertise... ...of medical insurance and patient demographics preferred Hybrid Schedule DESIRED PROFESSIONAL SKILLS AND EXPERIENCE Experience...Hourly payWork experience placement- A financial services recruiting firm in Connecticut is seeking a Financial Planner with a hybrid work schedule. The role involves building comprehensive financial plans and managing client relationships with opportunities for career growth. The ideal candidate should have...
$100.4k - $197.9k
...Actuarial Consultant and help clients address complex challenges... ...skills in a fast-paced, client-service environment, this role offers... ...IBNR) analyses and return on investment (ROI) assessments A successful... ...geographic differential associated with the location at which the...Work at officeLocal areaVisa sponsorship- ...Connecticut is seeking a Tax Senior Manager to join our Private Client Services practice serving closely-held businesses, families, and high-... ...teams, seminars, and thought leadership. The position is hybrid with in-person collaboration encouraged about 3 days per week...Private practiceWork at office3 days per week
$201.81k - $382.6k
Risk Advisory Services Managing DirectorSkip to main contentWe use cookies to enable necessary... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...experience, an environment where associates can learn and grow and financial success...Local areaWorldwideBaker Tilly International
West Hartford, CT3 days ago$130k - $180k
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short...Full timeTemporary workWork at office$157.2k - $298.8k
...flight—designing, building and servicing engines unlike any the world... ...P&W forward.**This role is a hybrid work opportunity at our East... ...Hartford, Connecticut location.As Associate Director, Intellectual... ...You Will Do:Collaborate with clients in developing and executing intellectual...Contract workTemporary workWork experience placementWork at officeRemote workFlexible hours- ...Connecticut , Department of Social Services (DSS) is recruiting for an... ...Flex Schedule available and hybrid work schedule (telework and... ...state lotteries and lottery associations; May lead staff as assigned... ...specifically those of investment entities or private equity investments...Daily paidFull timeInterim roleWork at officeRemote workRelocationMonday to FridayFlexible hoursDay shift
- A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance operational excellence and providing exceptional client support. Key tasks include application processing...Full time
- The State of Connecticut, Department of Social Services (DSS) invites applications for two Fiscal/Administrative Officers to support fiscal... ..., and accurate financial reporting. This position offers a hybrid schedule in Hartford, CT, with a full-time, 40-hour workweek, and...Full time
$79.2k - $118.8k
...needs, funding needs, and decision points. *This role will have a Hybrid work schedule, with the expectation of working in an office (... ...through Thursday). Key Responsibilities Financial Management, Investment Tracking & Vendor Spend Support day-to-day department financial...Contract workTemporary workWork at office3 days per week$60k - $100k
...and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career...Temporary workWork at officeLocal area- ...insurance companies, and internal teams to ensure accurate fulfillment and high service standards. The position is hybrid, requiring onsite presence twice per week. Candidates should have Associate’s Degree and at least one year of customer service experience, with strong...
$120.3k - $200.5k
...strengthen the employee experience, and focus investment where it matters most.Partner with risk... ...cable broadband or fiber optic internet service provider with speeds of at least 10Mbps... ...committed to enhancing the lives of our clients, customers and patients. Join us in...Full timeLocal areaWork from home$121.36k - $182.04k
...the future. The Risk Manager, Investment Risk, will join the ALM,... ...Hartford, CT on a full-time, hybrid schedule (T, W, Th in office;... ...advisory and other institutional clients.As a condition of your employment... ...be deemed to be a “Covered Associate” under HIMCO’s Pay to Play...Full timeTemporary workWork at officeRemote work$84k - $140k
...Swiss Re uses a hybrid work model requiring at least three days... ...notes Identify high risk associated with individuals and communicate... ...summary and estimated cost of services for each individual... ...opportunities and solutions for our clients. This is possible thanks to the...Temporary workWork at officeFlexible hoursSwiss Re
Windsor, CT14 hours ago- ...of contact for financial customers, offering diverse banking services. You will manage transactions, build community relationships,... ...supervise branch operations. The ideal candidate will possess an Associate's degree and extensive customer service experience. This role...
- ...Connecticut Job Summary The Private Client Advisor's focus will be on our Mass... ...Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... ...****@*****.***. #LI-Hybrid KeyBank is an organization collectively...Full timeBank staffWork at officeFlexible hoursNight shift
Key Bank
Manchester, CT2 days ago - ...is seeking a Senior Financial Analyst to support their New England operations from either Londonderry, NH or West Haven, CT. This hybrid role entails developing financial models, analyzing results, and working closely with teams across the organization. Candidates should...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Investments Associate (Hybrid). Be the first to apply!
Related searches
- health service specialist Windsor, CT
- food service officer Windsor, CT
- service administrator Windsor, CT
- human services specialist Windsor, CT
- honda service advisor Windsor, CT
- public service officer Windsor, CT
- services specialist Windsor, CT
- family services specialist Windsor, CT
- full time service advisor Windsor, CT
- toyota service advisor Windsor, CT