Client Services Manager Jobs in Connecticut
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Search Results - Client Services Manager Jobs in Connecticut
GemHarvest Executive Recruiting-Westport (CT)
Client Service Associate
Boutique Wealth Management Firm
Norwalk, CT
Overview
Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations...
mindmatch.ai -
United Placement Group-Bridgeport
Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans.
Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success.
What We’re Looking For
To ensure we’re...
resume-library.com -
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...
mindmatch.ai -
GTT, LLC-Wallingford (CT)
Client Relations: Building strong client relationships, managing expectations, and delivering exceptional client service.
Project Execution: Developing and executing comprehensive project plans, managing budgets, schedules, and risks to ensure successful...
resume-library.com -
Claire Myers Consulting-Westport (CT)
management.
They are adding a Client Service Advisor to support the firm in Westport.
Responsibilities
• Sit second chair on senior advisor’s client meetings for an initial transition period to build
• relationships with clients and understand and adopt...
mindmatch.ai -
Simsbury
or customer concerns.
• Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal.
• Strong focus on providing good customer service.
• Contributes to the creation of the Site Procedure Guide to ensure...
icims.com -
1 similar job: Woodcliff Lake
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...
mindmatch.ai -
BestEx Research-Stamford
as well as thrive and contribute to a growing team.
What You Will Do
Provide level 1 trade, system and integration support at the direction of the client services manager. Such responsibilities include, but are not limited to:
Provide level 1 telephone...
resume-library.com -
Willow Search Partners-Fairfield (CT)
Our client, a growing financial services firm, is looking for a Senior Account Manager - Employee Benefits to join their team.
The Role:
You will be client-facing and responsible for managing a portfolio of large-group clients (those with 50...
mindmatch.ai -
Stamford
members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management...
rockco.com -
1 similar job: New York
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...
Leidos-Hartford
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...
Blake Smith Staffing LLC-Stamford
and other formal or information consultation. Work with other assigned client service group to produce documents relevant to these meetings.
• Where necessary, meet with alternative asset managers and provide written summary in form of core.reports...
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Marcum Search LLC-Greenwich (CT)
Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal...
appcast.io -
Performance Optimal Health-Stamford
are looking to bring aboard a Junior Finance Associate within our Business Administration Team. We are seeking a passionate, client service focused, positive, and hard-working individual with a love for wellness and an excitement for Performance Optimal Health...
resume-library.com -
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