- Wells Fargo (Greenwich, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Bank of America (Greenwich, CT)
- Registered Wealth Management Client Associate Greenwich, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- Morgan Stanley (Westport, CT)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Connecticut-Westport* **Requisition ID:**… more
- Morgan Stanley (Westport, CT)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Connecticut-Westport* **Requisition ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- Kestra Financial (Avon, CT)
- The Administrative Assistant (AA)/ Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and ... service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence,… more
- Kestra Financial (Avon, CT)
- …communication skills. + Highly organized with absolute attention to detail. + Client -first attitude, creative thinker. + Strong quantitative and analytical skills. + ... Strong written communication skills. + Ability to learn new technology systems. + Proven ability to prioritize and handle multiple tasks efficiently. + Self-motivated and demonstrated initiative. + Strong computer skills with a proficiency in Microsoft Office… more
- Performance Optimal Health (Stamford, CT)
- …brand focuses on quality over quantity and creating the best experience for each client . As a Customer Service Associate at Performance Optimal Health, you will ... be an integral part of our Client Success Team. You will play a crucial role...+ Coordinate with our healthcare professionals to ensure smooth client flow and exceptional service + Resolve client… more
- Compass Group, North America (Hartford, CT)
- …Communication skills both written and verbal and ability to communicate with management, client , customer and associate levels. + Computer skills and knowledge ... service industry. Essential Duties and Responsibilities: + Ensures patient and client satisfaction meeting and exceeding stated expectations. + Provides alternatives… more
- Performance Optimal Health (Greenwich, CT)
- …with fellow providers to ensure full circle, team approach to wellness and client care. Requirements * Associate degree or certification equivalent. * ... with one another if an effort to help our client Get Well and Stay Well! Key Areas of...* Responsible to communicate and transcribe all information regarding client 's history and massage therapy services performed. * Educate… more
- Banfield Pet Hospital (Plainville, CT)
- …the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary ... medical team. The Practice Manager, in partnership with the Chief of Staff (COS), ensures good communication with clients, associates, field leadership, Central Team Support, and PetSmart, and partners with the PetSmart Store Director, Salon Manager, Training… more
- Astrix Technology (Hartford, CT)
- ** Client Partner** **POSITION** **Reports To:** Vice Commercial, Clients, and Channels **FLSA Status:** Exempt **ROLE** **SUMMARY** The Client Partner / Practice ... & Beverage, Consumer Products, Oil & Gas and Chemicals. Client Partners are both the "tip of the spear"...representative of those that must be met by an associate to successfully perform the essential functions of this… more
- AON (Stamford, CT)
- Associate Partner, Asset Management Do you want to be a driving force in helping to deliver strong results? Are you interested in influencing and leading new ... with our world class team in Stamford as a Associate Partner. Our clients include virtually every leading global...long-term partnerships with our clients. Many of our key client relationships extend back to McLagan's inception in 1966.… more
- Clay Lacy Aviation (Oxford, CT)
- …full service FBOs. (https://www.claylacy.com/fbo/) Clay Lacy Aviation is looking for a Client Service Representative I/II. If you meet the minimum requirements and ... + Afternoon/Evening Shift: + 1:30 PM -10 PM The Client Service Representative (CSR) is a customer service position... Services Representative II Level I Education plus: + Associate degree or required experience plus 2 years of… more
- IQVIA (Old Lyme, CT)
- ** Client Services Manager, Publications - Simpson Healthcare** **OVERVIEW** Simpson Healthcare, an established scientific agency, has been a dedicated partner to ... for over 20 years. We are actively seeking a ** Client Services Manager** to join our growing team within...and, in collaboration with the Director of Publications and Associate Director of Publications, to assess (high-level) medical accuracy,… more
- Acxiom (Hartford, CT)
- The Client Managing Partner owns the relationships with multiple of Acxiom's accounts and clients. Oversees and maintains a consultative relationship with the ... client , acting as the primary contact and partner for...innovation, empowers diversity, believes in work-life balance, provides world-class associate training and development, and offers great benefits, this… more
- Banfield Pet Hospital (Stamford, CT)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- Thames Valley Council for Community Action (Norwich, CT)
- …possible (no more than 45 days, preferably in less than 30 days). The Client Services Navigator will work with those seeking services to identify the appropriate ... current housing crisis. Through formal and informal assessment strategies, the Client Services Navigator will evaluate homeless individuals' housing barriers, needs… more
- Ankura (Fairfield, CT)
- …communications and work product for senior-level review + Communicating with associate -level client personnel + Coordinating administrative functions, including ... and their respective work product, including analysts, less experienced associates, client personnel, clerical support, and others as appropriate + Demonstrating… more
- WTW (Stamford, CT)
- As a Healthcare Financial/Actuarial Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement ... voluntary benefits, etc. You will interface with vendors and client teams, help prepare client deliverables, and ensure quality standards are met. You will… more