Wealth Client Experience Specialist
Moneco Advisors
Moneco Advisors is seeking a Client Services Specialist to support wealth management operations and client service teams. You will handle client inquiries, schedule, and assist with account openings, transfers, and money movement, contributing to a seamless client experience. Ideal candidates have 2–5 years in administration or customer service, are proficient with Microsoft Office, comfortable with CRM systems, and detail-oriented. #J-18808-Ljbffr Moneco Advisors
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Specialist in Fairfield, CT vacancy
- ...Effortless travel solutions ETS is looking for a Client Experience & Journey Coordinator to support clients throughout the travel planning process remotely. This role involves understanding client preferences, providing tailored recommendations, and coordinating itineraries...SuggestedRemote workFlexible hours
Effortless travel solutions ETS
Bridgeport, CT12 hours ago - ...Build your career in wealth management with one of New England's... ...planning firm dedicated to helping clients live their best financial... ...and a personalized client experience - and we're looking for detail... ...with us. The Client Services Specialist is a full-time, salaried...SuggestedFull timeWork at office
Moneco Advisors
Fairfield, CT5 days ago - ...Job Description Job Description Receptionist – Client Experience Specialist Genesis of Ridgefield | Keeler Motor Car Company – Norwalk, CT 10 Tindall Avenue, Norwalk, CT 06851 (***) ***-**** The First Impression Matters. Make Yours Unforgettable. Genesis...SuggestedHourly payDaily paidFull time
Keeler Automotive Holdings
Norwalk, CT11 days ago - ...Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...SuggestedContract workPart timeLocal area
Dollar Tree
Bridgeport, CT2 days ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westport. To view other open roles, visit jobs.lead-advisor.com... ...candidate should have at least 2-3 years of experience as a client facing financial advisor and a...SuggestedFull timeWork at office
Lead Advisor
Westport, CT3 days ago - ...The TJX Companies, Inc. is seeking team members for the HomeGoods Milford, CT store to deliver an outstanding customer experience. You’ll engage with customers, process purchases, promote rewards programs, and maintain clean, organized sales floors in a fast-paced environment...Flexible hours
The TJX Companies , Inc.
Milford, CT2 days ago $150k - $350k
...Start your career in roofing sales and learn how to identify storm damage while helping homeowners protect their properties. No experience needed—we provide hands-on training and a clear path to a high-earning role. Qualifications: -Previous sales experience...Absolute Roofing
Fairfield, CT9 days ago$23.47 - $38.62 per hour
...collecting mail while interacting with customers along the route. USPS offers training to prepare you for success, regardless of your experience level. Position Details Openings : Nationwide Starting Pay Rate : $23.47 - $38.62 per hour Average Annual Salary :...Hourly payPostal Jobs Resource
Southport, CTmore than 2 months ago$23.47 - $38.62 per hour
...hiring process. How Our Program Helps Our program equips you with the tools to secure this position, even if you lack prior experience. For a one-time access fee of , you will gain access to tools, resources, and unlimited practice assessments. An exclusive,...Hourly payPostal Jobs Resource
Fairfield, CTmore than 2 months ago- ...Associate Vice President, Client Delivery Specialist About the Company Fast-growing fintech firm... ...Applicants should have 3-5 years' of experience in a related field, a Bachelor's... ...service skills, experience with RIA/wealth management policies, and a background...
$23.47 - $38.62 per hour
...hiring process. How Our Program Helps Our program equips you with the tools to secure this position, even if you lack prior experience. For a one-time access fee of , you will gain access to tools, resources, and unlimited practice assessments. An exclusive,...Hourly payWeekend workPostal Jobs Resource
Trumbull, CTmore than 2 months ago- Dollar Tree Stores INC in Stratford, CT is seeking a Customer Service Associate to deliver a great shopping experience. You will assist customers, manage sales transactions at the register, keep the store stocked, and maintain a clean, safe environment with professional...Part time
$16.95 per hour
...organizational skills, with a high school diploma preferred. The role requires the ability to lift items and ensure a positive shopping experience for customers. Competitive pay starts from $16.95 to $17 per hour, with additional benefits. #J-18808-Ljbffr Family DollarHourly payPart time$23.47 - $38.62 per hour
...applications for City Carrier Assistants nationwide. This role ensures smooth postal operations by delivering mail efficiently. No prior experience is required, as USPS offers comprehensive paid training to set you up for success. Position Details Openings : Multiple...Hourly payPostal Jobs Placement Service
Georgetown, CT12 hours ago- Job Posting TitleCustomer Experience RepresentativeJob DescriptionPosition Summary:Customer Experience Representatives help Alinabal promote company awareness, establish and build strong client relationships with an assigned account base, and provide assistance to field...Full timeMonday to Friday
- ...distribution space. Join us as we bring innovation and growth to the forefront of our industry. Your Impact As a Customer Experience Specialist, you will play a vital role in supporting the company’s overall mission to deliver exceptional service and build lasting customer...Remote workFlexible hours
- ...and increased circulation. Summary The Customer Support Specialist serves as a key liaison between distributor partners, field sales... ...~ Associate’s degree or equivalent professional experience in customer service, business operations, healthcare administration...Full timeWork at office
ZetrOZ Systems
Trumbull, CT12 hours ago $23.47 - $38.62 per hour
...collecting mail while interacting with customers along the route. USPS offers training to prepare you for success, regardless of your experience level. Position Details Openings : Nationwide Starting Pay Rate : $23.47 - $38.62 per hour Average Annual Salary :...Hourly payPostal Jobs Placement Service
Weston, CT12 hours ago- Global Partners LP is seeking a Guest Service Associate to deliver a top-notch shopping experience and support store operations in Fairfield, CT. You will greet guests, maintain safety and quality standards, operate the POS, manage cash and lottery levels, and help with...Flexible hoursNight shiftWeekend work
- Global Partners LP is seeking a Guest Service Associate to deliver a top-notch guest experience while completing store-level tasks. You will greet guests, operate the POS, maintain cash and compliance, and support daily store operations to keep shelves stocked and inviting...Flexible hours
- Global Partners LP in Connecticut seeks a friendly Guest Service Associate to greet guests and provide an enjoyable shopping experience while supporting store operations. You will operate the POS, maintain cash and stock levels, and assist with housekeeping and vendor...Night shiftWeekend work
- Global Partners LP is hiring a Guest Service Associate in Bridgeport, CT. You will greet guests and ensure a friendly shopping experience while following all safety and store policies. You will operate the point of sale, maintain cash and other responsibilities, and assist...Flexible hoursNight shift
- ...furniture retailer in Milford, Connecticut, is seeking a Part Time Customer Service Representative to enhance the customer shopping experience. The ideal candidate will provide friendly and professional service while assisting customers with deliveries and payment...Part time
- ...is seeking a Patient Service Coordinator to greet patients, register them, and maintain records while ensuring a positive patient experience. This role facilitates communication between patients and providers and supports efficient office operations, including...Work at office
$23.47 - $38.62 per hour
...application fees. How Our Program Helps Our program equips you with the tools to secure this position, even if you lack prior experience. For a one-time access fee of , you will gain access to tools, resources, and unlimited practice assessments. An exclusive,...Hourly payWeekend workPostal Jobs Placement Service
Derby, CT12 hours ago- ...and associates in a professional manner* Must be able to work well with others and remain calm in stressful situations* Previous experience in customer service or retail is preferred* Ability to resolve customer issues/complaints in a fashionable and timely manner* Ability...Hourly payImmediate startFlexible hoursShift work
Laundromax
Bridgeport, CT4 days ago - ...Position serves as the primary operational link between external clients and internal cross functional teams. This role delivers high... ...5 years of progressive customer service or client support experience within a complex manufacturing or industrial environment.EducationBachelor...For contractorsWork experience placementWork at office
RightPro Staffing
Bridgeport, CT3 days ago - ...and accessibility resources when needed Provide authorized pre-arrival instructions only within training and certification Experience and Education Requirements Employers commonly require a high school diploma or recognized equivalent. Previous customer service...Night shiftRotating shift
Regional 911 Intake Solutions
Trumbull, CT10 days ago $14 per hour
...accurately and follow established procedures Protect customer information and maintain confidentiality Deliver a positive customer experience on every call Qualifications The ideal candidate is: Patient and compassionate Calm and professional, even during...Full timeRemote workShift workNight shiftFive Star Solutions
Bridgeport, CT1 day ago- ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through exceptional... ...less time prospecting. ✔️ Comprehensive training—no insurance experience required. ✔️ Licensing assistance provided. ✔️ Experienced...Remote workFlexible hours
The Bill Lampe Group Inc.
Fairfield, CT1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Experience Specialist. Be the first to apply!
Related searches
- hospital customer service representative Fairfield, CT
- customer service officer Fairfield, CT
- benefit customer service representative Fairfield, CT
- customer service consultant Fairfield, CT
- customer service representative (remote from home) Fairfield, CT
- customer service operator Fairfield, CT
- customer success associate Fairfield, CT
- client service specialist Fairfield, CT
- customer relations specialist Fairfield, CT
- career services representative Fairfield, CT