...Job Description Job Description Summary The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor, or Principal...  ...appointment scheduling and post-meeting documentation. Manage client needs regarding processing, service, and problem... 
Suggested
Holiday work

Kestra Financial Independent Advisor

West Hartford, CT
9 days ago
 ...Job Description Job Description Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match. Client Service Support Set up Annual... 
Suggested
Holiday work
Full time
Local area
Home office

GG & E Wealth Management Advisors

West Hartford, CT
5 days ago
 ...comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to... 
Suggested

Kestra Financial Independent Advisor

Avon, CT
3 days ago
 ...leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate...  ...to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you... 
Suggested
Full time
Home office

FactSet

Hartford, CT
2 days ago
Here at Kia of Old Saybrook , we strive to make every client a client for life. Happy employees make happy clients, and...  ...demonstration of new/used vehicles Work closely with Sales Manager on pricing tiers associated with different model & their respective technology... 
Suggested

Kiaofoldsaybrook

Hartford, CT
4 days ago
The Surety Client Manager performs the essential functions related to the servicing and retention of commercial surety accounts. These associates are integral members of our account management teams who proactively obtain, compile and follow up on information critical... 
Suggested
Visa sponsorship
Work visa

Willis Towers Watson

Hartford, CT
1 day ago
 ...Client Service Manager page is loaded **Client Service Manager** **Client Service Manager** locationsHartford, Connecticut, USA time typeFull...  ...closely with sales, record-keeping and operations associates, and will be required to participate in sales finals presentations... 
Suggested
Work experience placement
Local area
Remote job

LifeWorks Ltd.

Hartford, CT
3 days ago
 ...disability insurance benefits for corporate clients with offices on Wall Street in Manhattan...  ...broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides...  ...Position Summary: The Client Service Associate (CSA) Account Manager position is an integral... 
Suggested
Holiday work
Immediate start

National Financial Partners

Hartford, CT
2 days ago
The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support...  ...-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both... 
Suggested
Full time
Work experience placement
Monday to Friday

Kestra Financial Independent Advisor

Avon, CT
2 days ago
 ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of...  ...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships... 
Suggested
Full time
Seasonal work
Shift work

Bank of America Corporation

Hartford, CT
7 days ago
 ...innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen...  ...coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager ,... 
Suggested
Temporary work
Local area
Remote job

CFA Institute

West Hartford, CT
1 day ago
 ...Senior Client Consulting Manager (REMOTE U.S.) Job ID 170230 Posted 04-Jun-2024 Service line GWS Segment Role type Full-time Areas of Interest Consulting, Data & Analytics, Sales/Brokerage Location(s) Milwaukee - Wisconsin - United States... 
Suggested
Remote job
Full time
Local area
Visa sponsorship

CBRE

Hartford, CT
1 day ago
 ...Job Description Job Description Why You’ll Love This Client Recovery Advisor Job  Do you have passion for meeting people where they...  ...Treatment team to coordinate customized client care. Manage a caseload of clients and subsequent scheduling of appointments.... 
Suggested
Hourly pay
Holiday work
Full time
Flexible hours
Night shift
Afternoon shift

Aware Recovery Care

Hartford, CT
14 days ago
 ...for customer advocacy. What We're Looking For: As a Resolution Management Specialist, you will join a collaborative team of business...  ...#SuiteJobs #LI-Remote Disclaimer: Certain US customer or client-facing roles may be required to comply with applicable requirements... 
Suggested
Holiday work
Temporary work
Remote job
Flexible hours

Oracle

Hartford, CT
5 days ago
 ...talent and innovation led company with 738,000 people serving clients in more than 120 countries. Technology is at the core of...  ...Visit us at You Are: We have an opening for a Software Asset Management, Associate Manager position in our Software License Optimization... 
Suggested
Local area

Accenture

Hartford, CT
3 days ago
 ...Rubrik is seeking an Associate Channel Marketing Manager to champion marketing activities across some of our most strategic channel partners! A successful...  ...of underrepresented talent and bring innovation to our clients. Equal Opportunity Employer/Veterans/Disabled... 
Local area

Rubrik

Hartford, CT
4 days ago
 ...comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups...  ...closely with and provides support to more experienced project managers on a variety of projects of varying complexity, and/or will... 
For contractors
Local area

Newmark ltd

Hartford, CT
4 days ago
 ...Client Service Representative We are seeking an experienced Client Service Representative...  ..., and flea & tick control). Managing medical records, charts, reports and correspondence...  ...and outside. **If you are a current associate, you will need to apply through our... 
Full time
Shift work

VCA Animal Hospitals

West Hartford, CT
1 day ago
The Client Partner serves as the primary post-sale point of contact for clients and responsible...  ...revenue related goals. Responsible for managing within salesforce all records of sales,...  ...opportunities for growth. Many of our associates stay at Acxiom for decades, which speaks... 
Contract work
Internship
Local area
Remote job
Flexible hours

Acxiom

Hartford, CT
1 day ago
 ...Animal Hospital is seeking an Experienced Client Service Representative to join our team...  ..., and flea & tick control). Managing medical records, charts, reports and correspondence...  ...from you soon. If you are a current associate, you will need to apply through our internal... 
Full time

VCA Animal Hospitals

Bristol, CT
1 day ago