Wealth Management Client Services Associate
$25 - $44 per hourBank of America
Bank of America in Southbury is looking for a Financial Client Service Associate to provide comprehensive support to Financial Advisors and enhance client relationships. The role requires a strong client-centered approach, offering exceptional service and expertise in bank products. The ideal candidate should be enthusiastic, detail-oriented, and possess excellent communication skills. The role offers an hourly pay range of $25.00 – $44.00 based on experience, along with benefits like paid time off. #J-18808-Ljbffr
$25 - $44 per hour
...Job Overview Provide client‑service support to one or more Financial Advisors, serving as the primary point of contact for Merrill clients... ...and procedures to support operational excellence and risk management. Identify, deepen and maintain client relationships by promoting...SuggestedHourly paySeasonal workWork from homeShift workDay shift$65k - $80k
...Job Description Job Description Client Service Associate Location: Shelton, CT Compensation: $65,000 - $80,000 (based on experience... ...strategies, retirement solutions, and a wide array of wealth management services that prioritize our clients' best interests, as...SuggestedFull timeWork at office$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...concerns quickly and courteously Assist with inventory and order management tasks Support data entry, reporting, and general... ...professionalism in every interaction About you Background in customer service, administration, or order processing (preferred) Experience...SuggestedFull timeWork at officeMonday to FridayShift work
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver... ...with questions and recommendations Manage sales transactions while working... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
$120.97k
...Districts. As a global full-service firm, CDM Smith’s has been serving... ...USACE priorities. As a Client Service Leader, you will... ...analytics, digital delivery, asset management, automation) as part of... ...professional societies and associations. Qualifications •...Contract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours- ...rewarding, then Matthew Bub - State Farm Agent may be the right fit for you! About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in Bristol, CT....For contractorsWork at office
$40k - $50k
...advancement Paid time off Training & development Responsibilities Manage customer inquiries and resolve issues. Maintain customer... ...Communication and problem‑solving skills. Experience in customer service preferred. Ability to handle high‑stress situations calmly. Compensation...Full timeFor contractorsWork at office$21 per hour
...Patient Services Associate - Waterbury- Full Time - Bilingual (English & Spanish) - $21.00/hr page is loaded Patient Services Associate - Waterbury... ...Associate will greet and schedule patients, answer and manage our busy phone system and consistently promote the agency’s commitment...Daily paidFull timeTemporary workPart timeWork at officeMonday to FridayFlexible hours- ...Personal Lines Account Manager This is a full-time Personal Lines Account Manager role... ...Manager, you will be responsible for servicing and managing an existing book of personal... ...insurance business, building long-term client relationships, and supporting retention...Full timeRemote work
$80k
...financial advisors add value to their clients! Responsibilities Own the end‑... .... Customer Experience – Manage amendments, assignments,... ...intake/triage processes, and self‑service paths (e.g., click‑through NDAs... ...S. financial services / RIA / wealth‑tech regulatory landscape (SEC...Contract workMonday to FridayShift work- ...rewarding, then Matthew Bub - State Farm Agent may be the right fit for you! About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in Bristol, CT....For contractorsWork at office
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...Remote jobWork from homeFlexible hours- ...a work-from-home arrangement and a flexible schedule. Your day-to-day tasks involve conducting virtual consultations, assessing client needs, and maintaining strong relationships. The agency provides excellent incentives, including a qualified lead program, mentorship...Remote workWork from homeFlexible hours
- ...involves addressing customer inquiries and ensuring customer satisfaction. Ideal candidates will have a strong background in customer service, particularly within manufacturing domains. The position requires 3–5 years of experience, proficiency with ERP systems, and a...
$19.65 - $21.86 per hour
...better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience... ...compensation Opportunities for advancement (80% of managers started as Crew) PAY TRANSPARENCY Below is the base pay range...Work at officeLocal areaShift work- ...The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management responsibilities in the absence of Assistant or Store Manager...Full timeLocal areaFlexible hoursShift workNight shift
$40k - $90k
...State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish... ...0,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize...For contractorsFlexible hours$28 - $40 per hour
...and a passion for delivering exceptional service. Pay $28.00/hr - $40.00/hr Customer... ...and follow‑through. Order & Documentation Management Conduct contract review for accuracy and... ...Qualifications High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)....Permanent employmentContract work$46k
...Male Client Service Specialist - Job #465 Waterbury, CT 06702 Mon‑Fri 10am‑6pm $46,000 per year About the Position The Service Specialist... ...Salary paying $46,000 per year Job Requirements Required to have Associate Degree in Criminal Justice, Community Organizing, Human...Local areaTrial periodMonday to FridayFlexible hours- A local insurance agency in Southbury seeks a Customer Relations Representative to create exceptional customer experiences and support agency growth. Responsibilities include resolving customer inquiries and coordinating with team members. Ideal candidates possess strong...Local area
- ...Position Overview Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. As...Hourly payFor contractorsWork at office
- ...Community Partners in Action in Waterbury, CT is seeking a Lead Human Services Worker to oversee the Waterbury Transitional Housing program.... ...in human services, ideally relating to justice involved clients, and possess supervisory skills. This is a chance to make a meaningful...Afternoon shift
- Position Title: Patient Service Representative (PSR) Remote independent contract worker... ...medical technology The Cardiac Management Solutions division of ZOLL Medical Corporation... ...cardioverter defibrillator (WCD) and associated technologies. Heart disease is the leading...Contract workFor contractorsRemote workWeekend workAfternoon shift
- ...Responsibilities Manage customer portals to ensure alignment with contracts and quotes. Act as liaison between customers and field sales... ...oriented and follow issues through to completion. Education Associates or better in Business Administration or related field. Experience...
$40k - $100k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member... ...- $100,000.00 per year Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize...For contractorsFlexible hours- ...hideaways. Boasting 35 guest rooms, the hotel offers exceptional service and gracious attention to guest’s personalized needs. Wellness... ...welcomed, but truly at home from arrival to departure. Manage the day-to-day operations of the guest services department, ensuring...Casual workLocal area
- ...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will... ...especially driven and sales-minded candidates. Responsibilities Manage customer inquiries and resolve issues. Maintain customer records...
$40k - $45k
...work ethic and a genuine commitment to our clients and each other. We show up every day... ...proactively marketing relevant products and services. Grow your career as you better your community... ...Our mission is to help people manage the risks of everyday life, recover from...For contractorsWork at office
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