Client Associate: salario promedio en Stamford, CT in 2024
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Client Services Associate
Located in Westport Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients policy holders and manage active leads or cases. Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. Creation an...
CLIENT SERVICES ASSOCIATE
Located in Westport Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients policy holders and manage active leads or cases. Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. Creation an...
Senior Associate, Japanese Global Executive and Private Clients
Senior Associate, Japanese Global Executive and Private Clients. In some circumstances, clients also may require proof of vaccination or testing (, to go to the client site). Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and chall...
Senior Tax Associate – Private Client Services (Hybrid)
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
Associate, Client Service I
We’re seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the and abroad achie...
Client Delivery Specialist - Associate / Assistant Vice President
Develop and strengthen client relationships: Client onboardingClient account setup and trainingDay-to-day support and issue management. Software maintenance and setup: System setup and configurationNew client setupNew financial account and asset set-up and classificationData feed management Create c...
Tax Experienced Associate - Private Client Services (Hybrid)
Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. You'll embark on a journey that tr...
J.P. Morgan Advisors - Senior Client Associate - Greenwich, CT
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. Perf...
Registered Wealth Management Client Associate
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Responsible Growth is how we run our...
Client Services Associate
Located in Westport Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients’ policy holders and manage active ‘leads’ or ‘cases’. Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. Creati...
Senior Associate, Grants and Client Services
Senior Associate, Grants and Client Services. Robert Half is partnering with a prominent non-profit organization in the Greater Hartford area to find a qualified Senior Associate for Grants and Client Services. Actively engage with clients to identify financial needs and suggest suitable funding sol...
Tax Senior Associate - PCS [Private Client Services Group]
They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. Private Client Services team is expected to have high technical knowledge in revie...
Registered Private Client Associate - Mystic, CT
Registered Private Client Associate - Mystic, CT. Registered Private Client Associate. Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Janney is an award-winning full-service financial services firm committed to unde...
Registered Wealth Management Client Associate
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Client Service Associate
The Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion in AUM. ...
Global Executive & Private Client Group (GEPC) Senior Associate
Global Executive & Private Client Group (GEPC) Senior Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese and...
Associate, Client Service I
We're seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the and abroad achie...
Global Executive & Private Client Group (GEPC) Associate
Global Executive & Private Client Group (GEPC) Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese and non-Japanese ...
Automotive Sales Associate
If you have a deep passion for the automotive industry, possess the skill of building strong relationships, and thrive in a commission-based environment, we are eager to hear from you!*Job Description:* As a Commission Client Adviser at Genesis of Ridgefield, you will play a crucial role in our sale...
Client Service Representative-late shift
Our Client Services Representatives are the first team our clients meet when they walk through the door, the friends that offers support while waiting in the lobby and the experts at answering any questions. Client Service Representative. Excellent client service skills and phone etiquette. Use your...
REMOTE PART-TIME BILINGUAL (ENGLISH/SPANISH) SALES REPRESENTATIVE
Part-Time Bilingual (English/Spanish) Inside Sales Representative**. The Inside Sales Rep is responsible for driving demand generation by sourcing new sales opportunities through inbound lead follow-up, outbound cold-calling and initiating and establishing new customer relationships and increasing A...
UPWARD BOUND - ADMINISTRATIVE ASSISTANT (PART-TIME)
Provide administrative support to the Executive Director and Assistant Director of the Upward Bound Program in all aspects of grant management. The Administrative Assistant is responsible for a variety of tasks including student and personnel management, scheduling, record-keeping, coordination of a...
Customer Service Representative - PART TIME
As a Customer Service Representative, you are a key member of the team and represent Mr. You are responsible for handling service requests and customer complaints. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of sit...
Costco - Customer Service Associates/Cashier $16-$35/hr
As a cahsier/customer service associate you will be responsible for processing member orders, collecting payment, and providing the high level of customer service that our members expect. Costco is looking for retail cashiers/customer service/team members to join our growing company. ...