Client Services Jobs in Connecticut
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Search Results - Client Services Jobs in Connecticut
Monte Financial Group, LLC-Guilford (CT)
are currently looking for a Client Service Associate to join our Wealth Management division and contribute to our continued growth and success.
Job Summary
As a Client Service Associate, you will be a part of the firm’s Wealth Management team. This position...
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United Placement Group-Bridgeport
and Work-Life Balance: Manage your own schedule while delivering exceptional client service.
Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years.
Take the Next Step...
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Morgan Stanley-Hartford
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...
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Pieper Veterinary-Middletown (CT)
pressure, especially in high-stress or emotional situations.
• Willingness to continue learning and stay updated on best practices in client service and veterinary care.
#ACP1...
Action Technology-Stamford
About the Company
Our client is a financial technology firm, providing SAAS solutions to institutional investors. Their first product offering (since 2018) is an industry-leading CLO (collateralized loan obligation) analytics platform used...
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Worldwide TechServices-Norwich (CT)
to the successful delivery of service for each client
Ensure control of assets and inventory through prompt turnaround of parts and equipment as required by client service agreements
Report all activity in an accurate and timely manner
Understand all Safety...
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Freemont Yardley Search-Westport (CT)
back-office procedures, fostering a well-rounded understanding of the wealth management process.
Role and Responsibilities:
Client Service:
• Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research...
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SynergisticIT-Bridgeport
welcome candidates with all visas and citizens to apply.
If you get emails from our skill enhancement team please ask them to take you off their distribution list and make you unavailable as they share the same database with the client servicing team...
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Community Health Resources (CHR)-Enfield (CT)
and intensive outpatient therapy.
Perform clinical and risk assessments and make referrals for appropriate services and levels of care.
Documents client services and relevant activity in electronic health record and performs assigned administrative tasks...
Performance Optimal Health-Norwalk (CT)
with the potential of going full-time. We are looking for a passionate, client service focused, positive, hardworking individual who shares the same love for health and wellness as we do here at Performance Optimal Health. Here, you will focus on the client...
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Community Health Resources (CHR)-Bloomfield (CT)
and levels of care.
Documents client services and relevant activity in electronic health record and performs assigned administrative tasks.
Participate in assigned meetings including individual supervision, staff and team meetings, and required trainings...
UCFS Healthcare-Norwich (CT)
to clients
• Provides client services; educate client/parent as needed; assists the client with prescription needs/refills coordinates services with/for the client; acts as a client advocate to pursue financial assistance, initiates referrals to community...
Charles Schwab-Bridgeport
to a growing sector of Investment Advisor Services
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication...
Blake Smith Staffing, LLC-Stamford
the portfolios objectives within the context of the total asset allocation.
Maintaining client relationships and ensuring client loyalty and retention through excellent client service as
well as meeting all client needs appropriate to their business.
Complete...
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Leidos-New Haven
Description
Leidos offers its knowledge and expertise for publicly and privately-owned utilities, financial institutions and local governments; we are able to provide our clients with business insight into all sectors of the infrastructure industry...
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