Client Services Associate
$70k - $75kNR Consulting
Client Service & Operations AssociateLocation: Boston, MA or New Haven, CT (Hybrid 2–4 days onsite)Salary: $70K–$75K plus benefitsRole Overview:Seeking a client-focused professional to support institutional investment clients, with a primary focus on new client onboarding and day-to-day client services.Key Responsibilities:Manage client onboarding, account setup, and documentation.Coordinate with Fidelity and other custodians.Handle client inquiries, reporting, and account maintenance.Assist with money movements and basic investment operations.Collaborate with Client Services and Operations teams.Must-Have Qualifications:Strong communication and client service skills.Financial services experience; institutional investments or wealth management preferred.Understanding of investment products such as mutual funds and SMAs.Client onboarding experience strongly preferred.Self-motivated, detail-oriented, and comfortable working independently.Nice to Have:Series 7 or Series 66 license.Fidelity Wealthscape experience.Ideal Candidate: A junior-level financial services professional who enjoys hands-on client service and wants to grow long-term in client services rather than move into management quickly.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Woodbridge, CT vacancy
- ...relationships, this organization provides investment and financial services to institutional clients, including dioceses, archdioceses, religious orders,... ...and detail-oriented Client Service & Operations Associate to join a collaborative Client Services team. This is an...Suggested
Hunter Hamilton
Woodbridge, CT1 day ago - ...(NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in... ...focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their...SuggestedWorldwide
- Morgan Stanley in Connecticut seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will help with account servicing, onboarding, and digital tool adoption, while keeping up...Suggested
- Our exceptional client is seeking a detail-oriented professional to support client service and account administration. This person will process documentation, maintain... ...describes the general nature and level of work associated with the position. Employment may be subject...SuggestedWork at office
$24.96k - $83k
...Registered Client Service Associate Registered 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...SuggestedHourly payTemporary workWork at officeLocal areaWork visa- Interactive Brokers Group, Inc. seeks a Client Services specialist to support a global client base. You will resolve inquiries across email, ticket, live chat and phone, delivering responsive, high-touch service while embracing our automated platforms. You will work with...
- Hunter Hamilton in New Haven, CT seeks a Client Service & Operations Associate to join a collaborative team serving institutional clients. You will coordinate onboarding, support money movements, and work with Fidelity Wealthscape to ensure accurate account activity. This...
- Title: Client Services & Operations Associate Location: New Haven, CT or Boston, MA - Hybrid Duration: Full time position Overview: Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location...Full timeWork at office
$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through...Full timeTemporary workWork at officeFlexible hours- UBS in New Haven, CT seeks a Client Associate to support the Wealth Management team with client information, account services, and meeting materials. The role emphasizes service orientation and accurate documentation. The ideal candidate will hold Series 7 and 66 licenses...
- ...Type Full Time Job Reference # 340321BR City New Haven Key Responsibilities Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on...Full timeWork at officeFlexible hours
- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...Remote jobFull timeFlexible hours
McQuade Organization
New Haven, CT3 days ago $17.5 - $18.5 per hour
...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our...Hourly payExtra incomeLocal areaFlexible hours- ...Client Service Representative (CSR)We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction—whether over the phone...Weekend work
Aborn Pet Hospital
Seymour, CT1 day ago - ...Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of... ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through exceptional...Remote workFlexible hours
The Bill Lampe Group Inc.
New Haven, CT6 days ago $17 per hour
...Environmental Services Porter To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide...Part timeWork experience placementAfternoon shift- ...Client Travel Scheduling Associate Remote Flexible Schedule Training Provided Were looking for organized dependable individuals to help clients... ...plans change Experience in scheduling customer service hospitality reservations administration or client support...Full timeRemote workFlexible hours
- ...This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached... ...• Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step...Remote jobWork from homeFlexible hours
- Meadows Staffing Group Inc in New Haven, CT is seeking a detail-oriented professional to support client service and account administration, handling documentation, records, inquiries, and cross-team coordination. The role emphasizes organization, clear communication, and...
- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -...Remote jobFull time
Zuzick Organization of Globe Life
New Haven, CT3 days ago - ...looking for a friendly, dependable Remote Customer Success Associate to support clients virtually as they review and select benefit options that... ...to work in a fast-paced environment. • Sales or customer service experience is a plus, but not required – we’ll train you!...Remote jobFull timeWork at office
McQuade Organization
New Haven, CT17 hours ago - Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and onboarding accounts. The role emphasizes a client-first approach and strong...
- ...Reporting to the Program Director, the Program Service Coordinator provides administrative and... ...to enhance team efficiency and client service delivery. Support leadership with... ...agency operations. Qualifications: Associate’s or Bachelor’s degree in Business Administration...Permanent employmentContract workWork at officeMonday to FridayShift work
NEW REACH INC
New Haven, CT9 days ago $100k
...relationships, helping people, and working alongside a highly skilled team you can trust?We are looking for a motivated Automotive Service Advisor to join our growing team in Fort Wayne. This is an incredible opportunity to work with a well-established shop that has been...Local areaMonday to FridayYeomans Auto
New Haven, CT4 days ago- ...MassMutual’s largest Independent Financial Services offices in the country, and a leading... ...Barnum Financial Group, we consider our clients’ needs, goals and dreams to be of the highest... ...the submission process across a team of associates. Key areas of responsibility :...Work at officeHome office
Barnum Financial Group
Shelton, CT15 days ago - Asset Advisors is seeking a full-time Client Services & Operations Associate to support our institutional and marketing teams in Boston, MA or New Haven, CT. The role emphasizes client onboarding, operations, and CRM data management, with collaboration across custodians...Full time
- ...Yale NewHaven Health is seeking an Environmental Services Associate to maintain clean, safe patient areas under supervision. You will perform cleaning tasks, manage waste, and prepare rooms for next admission, while following all department procedures. Ideal candidates...
Yale New Haven Health
New Haven, CT17 hours ago - ...Installer Service SpecialistThe Installer Service Specialist is an experienced and technical parts specialist who services the needs of professional customers through the store's installer counter. This position will oversee and direct the daily activity of the delivery...Local areaFlexible hours
O'Reilly Auto Parts
New Haven, CT17 hours ago $120k - $160k
...Join a respected litigation team where associates are trusted with substantive responsibility... ...litigation firm dedicated to helping clients resolve complex legal challenges with practical... ...our reputation on exceptional client service, lean staffing, and a collaborative...Full timeWork at officeOrion Placement
Milford, CT17 hours ago$18.13 - $21.34 per hour
...Our Guest Service Associate will be responsible for driving top notch guest experience while facilitating the completion of all store-level tasks. At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests...Permanent employmentLocal areaFlexible hoursNight shiftGlobal Partners
Orange, CT2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
