Wealth Management Client Liaison & Onboarding Pro
$27.4 - $33.65 per hourCitizens Financial Group
Citizens Financial Group seeks an Investment Assistant II in New Haven, CT, to support Wealth Advisors by enhancing client relationships and maximizing revenue. The role offers comprehensive training for licensure and requires strong customer service skills, multitasking ability, and adherence to securities regulations. This full-time position includes a salary range of $27.40-$33.65/hour, alongside competitive benefits such as medical coverage, retirement options, and paid time off. Join us to contribute positively to our clients' financial journeys. #J-18808-Ljbffr Citizens Financial Group
$50k - $65k
...Personal Risk Client Executive/Sales Advisor NFP, an Aon company, is a multiple Best Places to Work award winner in Business... ...around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a...SuggestedFull timeRemote work- ...insurance and financial protection solutions to families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual appointments - Use our proven internal...SuggestedFull time
- Weare hiring a Virtual Travel Client Services Coordinator to assist clientsthroughout their travel journey. In this role, you will provide support, sharehelpful information, and ensure clients feel prepared for their trips. Key Responsibilities Communicate withclients...SuggestedRemote workFlexible hours
- GeBBS Healthcare Solutions is seeking a Client Relationship Manager (CRM) to support and strengthen partnerships with our healthcare clients. This... .... The Client Relationship Manager will serve as a key liaison between clients and internal teams, helping to ensure service...Suggested
- Newman Architects in New Haven, CT is seeking a Project Manager to manage multiple small and medium projects. The role involves coordinating all project aspects and serving as a primary client liaison. Candidates should have a professional architectural degree and relevant...SuggestedFull time
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...Full time
- A travel service company is looking for a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey. This fully remote role involves communicating with clients through various channels, reviewing travel plans, and providing essential...Remote jobFlexible hours
- GeBBS Healthcare Solutions is seeking a Client Relationship Manager in East Haven, Connecticut. The role focuses on managing client relationships, ensuring operational alignment, and supporting revenue cycle management services. Candidates should have a minimum of 3 years...
- Director Client Relationship Manager GeBBS Healthcare Solutions is seeking a Director CRM to serve as a dedicated partner to a strategic healthcare... ..., and executive stakeholders. Act as a strategic liaison between the client and GeBBS delivery teams, ensuring alignment...
- ...in Shelton, Connecticut is seeking participants for the Achieve Program, aiming to transition candidates from Client Service Associate to Client Service Manager. This 18-month paid program offers structured training and a competitive salary, while equipping new hires...Traineeship
$65k
...seeking a highly organized and proactive Client Services Coordinator to support our commercial... ..., Marketing, and Operations teams to manage transaction coordination, marketing... ...relationships. Key Responsibilities Serve as a liaison between the sales agents and the company...Work at officeLocal area- ...Client Services Coordinator About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance... ...and clients. This role supports daily office operations by managing communications, coordinating administrative tasks, and ensuring...Full timeTemporary workWork at officeLocal areaFlexible hours
$75k - $90k
JOB REQUISITION Client Solutions Manager (Technology) Woodbridge LOCATION NJ WOODBRIDGE JOB DESCRIPTION Job Summary As a Client Solutions Manager... ...people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns...Permanent employmentContract workTemporary workLocal areaWorldwideFlexible hours- ...full-time program offers a hybrid work schedule, competitive pay, and extensive training in client services, enabling you to transition into roles such as Client Service Manager. Key benefits include medical plans, 401(K) options, and educational expense reimbursement,...Full timeTraineeship
$230k - $400k
Burns & McDonnell is seeking a Client Strategy & Engagement Leader in Wallingford, CT, to drive business transformation initiatives.... ...should possess extensive experience in consulting, particularly in managing high-level executive relationships and strategizing business...Full time- A leading travel agency in Connecticut is looking for a Customer Care Coordinator to deliver excellent service while helping clients plan their travels. The ideal candidate will be passionate about building positive relationships and will serve as the primary point of contact...
- ...commercial real estate brokerage in Connecticut is seeking a highly organized Client Services Coordinator to support sales agents and enhance productivity. Responsibilities include managing transaction coordination, marketing collateral, and client engagements. The ideal...Work at office
$230k - $400k
Description At 1898 & Co., part of Burns & McDonnell, we partner with clients to drive enterprise-wide transformation through innovative... ...Strategy & Engagement Leader is accountable for growing and managing a portfolio of client relationships, advancing opportunities through...Full timeContract workWork experience placementWork at officeLocal area$69.2k - $86.5k
...Associate Strategic Resource Engagement Manager Preferred Location: Eastern or Central... ...happen. Our important work benefits our clients and partners as much as it does our... ...addition to the Resources/Customers Onboarding & Offboarding Day-to-Day Operations:...Full timeRemote workShift work- ...accountability, and compassion - must guide what we do, as individuals and professionals, every day. This position will support the management of patients requiring Specialty Pharmacy Medications. Providing prior authorization services, including insurance benefit...Work at office
$136k - $226.6k
Commercial Senior Relationship Manager page is loaded## Commercial Senior Relationship Managerremote... ...complexity.Manage and retain existing clients. Works closely with internal contacts to... ...’s traditional banking services with the wealth management and institutional capabilities...- ...platform to compete with retail giants. Stord manages over $10 billion of commerce annually... ...Manager I, you will serve as the primary liaison between customers and internal teams,... ...finance. Your role will focus on understanding client service needs, ensuring smooth execution...
$40k
New Day Executive Search is seeking a Client Relations & Business Development Representative to expand its private-pay client base in Cheshire, Connecticut. The ideal candidate has strong local healthcare connections, excels in networking, and thrives in a flexible and...Local areaFlexible hours$125k - $180k
Senior Customer Success Manager - Data / Storage / Cloud (Central or East) Qumulo is redefining... ...own the full customer lifecycle from onboarding and deployment to adoption, retention,... ...: Serve as the primary technical liaison and trusted advisor. Translate complex data...Local areaFlexible hours$136k - $226.6k
M&T Bank is seeking a Senior Relationship Manager in New Haven, Connecticut, managing large-dollar loan and deposit relationships within... ...new business through formal engagement with prospective clients. A Bachelor’s degree or relevant experience is required. The position...- SUMMARY OF THE JOB The Senior Relationship Manager is responsible for identifying, soliciting, closing and managing commercial relationships... ...Bank in the communities we serve. ESSENTIAL FUNCTIONS Client-focused, provides a high level of customer service. Excellent...Work experience placementWork at office
$136k - $226.6k
...Responsibilities Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity. Manage and retain existing clients. Works closely with internal contacts to service clients. Supervisory/Managerial Responsibilities May coach/mentor...$300k
...Communications team. The Major Gifts and Foundation Relations Manager will develop and execute comprehensive fundraising strategies to... ...qualifying, and adding new major gift prospects to portfolio through wealth screening and relationship mapping Partner with Vice...Full timeWork at officeFlexible hours- Yale New Haven Health is seeking a Patient Experience Ambassador in New Haven, CT, focused on delivering exceptional service to patients and visitors. This role involves greeting individuals at main entrances, providing assistance for navigation, ensuring cleanliness, and...
- Stord Inc. is seeking a Customer Experience Manager I based in North Haven, Connecticut, to act as the primary liaison between customers and internal teams. This role involves optimizing customer experience, managing complex service solutions, and collaborating with various...
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