Client Service Associate
Right-Click
Client Service Associate Accounting & Finance Darien , Connecticut Direct Hire May 19, 2026 Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day‑to‑day client service needs. This is an onsite position based in Fairfield County, CT. Client Service Associate’s Responsibilities and Duties: Create and maintain new client profiles and records Respond to client inquiries in a professional and timely manner Pull client statements and assist with account‑related documentation Utilize Salesforce to enter workflows, update records, and track activities Coordinate and manage heavy calendaring for the CEO Schedule internal and external meetings, including client meetings Client Service Associate’s Qualifications and Skills: At least 2 years of experience in an administrative, executive assistant, client service, or financial support role Strong organizational skills with the ability to manage multiple priorities simultaneously Experience with Salesforce or similar CRM platforms Excellent verbal and written communication skills Ability to work independently and anticipate needs proactively Strong attention to detail and problem‑solving skills Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law. #J-18808-Ljbffr
- ...RightClick is looking for a Client Service Associate in Darien, Connecticut. The ideal candidate will manage client profiles, respond to inquiries, and support the CEO with heavy calendaring duties. A strong background in administrative roles and proficiency in Salesforce...SuggestedWork at office
$24.96k - $83k
...A leading financial services firm is seeking a Registered Client Service Associate in Stamford, CT. The role requires building relationships with clients and supporting Financial Advisors in delivering exceptional service. Ideal candidates have a High School diploma or...Suggested$135k - $200k
...Client Services Associate A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as the operational heart of our Client Service team. In this high-visibility role, you aren't just providing support; you are the "connective tissue...SuggestedRemote workFlexible hours- ...Morgan-Stanley is seeking a Registered Client Service Associate in Greenwich, Connecticut, to provide exceptional service to clients and support Financial Advisors daily. This role involves building trusted relationships and assisting clients with their account needs....Suggested
- A leading financial services firm in Greenwich, CT seeks a Client Associate to support Financial Advisors. You will manage client information, educate clients on services, and assist with administrative functions. The ideal candidate will have 3-5 years in client service...SuggestedFull time
- ...PowerToFly is seeking a Registered Client Service Associate in Greenwich, Connecticut, to deliver exceptional client service while supporting Financial Advisors. This role requires strong organizational and interpersonal skills to foster client relationships and assist...Work at office
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Full timeWork at officeLocal area
$75k - $85k
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain... ...degree from an undergraduate program * Excellent customer service skills and the ability to foster and maintain effective...Full timeWork at officeRemote work- ...Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role,... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
$85k - $105k
...flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational... ...Position Overview Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our clients,...Work at officeRemote work$45k - $110k
...seeking a motivated individual to join our growing team as a Client Associate. The Client Associate will work, in office, with team members... ...deliverables, and cascade new client requests to ensure proper scope of services is addressed Maintain a sense of ‘ownership and...Work at officeLocal area$22 per hour
...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...Hourly pay- ...maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.... ...assertive in developing new client relationships and servicing existing clients. Possess outstanding organizational skills...Work from homeFlexible hours
- ...nationally recognised, award‑winning law firm with a strong focus on client care and career development. We recently acquired Stapleton &... ...support. Be empowered to provide the highest level of client service. About us Josiah Hincks is a dynamic, growing and forward‑...Trial periodFlexible hoursWeekend work
- ...A leading financial services company is looking for qualified candidates for a part-time remote position to enhance client security through personalized benefits solutions. You will engage with clients virtually, schedule appointments, and present various insurance products...Part timeRemote work
$80k - $90k
...make progress toward their goals. With clients in over 150 countries and offices on six... ...are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform... ...to range between USD $80,000 – $90,000. #ASSOCIATE #LI-Hybrid Experience our welcoming culture...Work at officeLocal area$80k - $90k
...management firm based in Stamford. The Request for Proposal (RFP) and Client Reporting Specialist will work with the OSAM sales team and... ...long‑lasting client relationships depends on excellent client service and timely information delivery. Responsibilities Accurate and...Work at officeLocal area- Global Elite Empire Consultants is seeking bilingual individuals to join their team in Stamford, Connecticut. This opportunity offers remote positions with a focus on leadership and personal growth. Ideal candidates will possess excellent communication skills, leadership...Remote work
$107.16k - $238.17k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...practice. Responsibilities: Coordinate with internal client service teams to assist multinational enterprises with preparing and reviewing...H1bLocal area$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeShift workDay shift- 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 account services and capabilities Help with the preparation of reports and...Full timeWork at office
- Bankwell Financial Group in New Canaan, Connecticut, seeks a Private Client Group Support Associate. This role supports the Private Client Teams by managing and growing client relationships and offering exceptional support. The successful candidate will handle client inquiries...Work at office
$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours- ...build a better working world. The opportunity EY's Oracle Services practice is a national consulting practice that assists in... ...expertise in Oracle NetSuite and Cloud ERP technologies, we provide clients with leading practices, methodologies, and scalable solutions...Summer holidayRemote workFlexible hours
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- Mybankwell seeks a Private Client Group Support Associate in New Canaan, Connecticut. In this full-time role, you will manage client onboarding workflows... ...3-5 years of relevant experience in banking or client services, strong organizational abilities, and proficiency in...Full timeWork at office
- ...Office Services & Managed Services Specialist (RIM & Check Processing) Location: Hybrid (onsite presence required based on business needs) Employment Type: Full-time About the Role We are seeking an Office Services & Managed Services Specialist to support...Full timeWork at officeWorldwideFlexible hours
- ...COME JOIN THE WINNING TEAM AT VOLKSWAGEN OF STAMFORD! As a Service Advisor, you will own our customer's experience in the service lane. You are the first point of contact with our customers and will be well versed in product offerings, inventory needs, technician scheduling...
- ...Account Associate STARK is seeking to hire an Account Associate for our Stamford showroom. This is a developmental, client-facing role designed to support our Account Managers while building... ..., product knowledge, and client service. Provide exceptional front desk and...Local area
$72k - $184.44k
...Requirements: Up to 20% At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals... ...for family office clients. As a Senior Associate, you will analyze complex problems, mentor junior...Full timeH1bWork at office
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