Client Services Manager Jobs in Westport (CT)
Search jobs in
1 - 10 of 10
Search Results - Client Services Manager Jobs in Westport (CT)
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 -
EisnerAmper-Melville (NY), 23 mi from Westport (CT)
of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We...
appcast.io -
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 -
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 -
Ultimate Staffing-Westport (CT)
and risk management.
• Excellent communication, organizational, and problem-solving skills.
• Insurance license (P&C) is required.
• Commitment to delivering superior client service and attention to detail.
All qualified applicants will receive...
mindmatch.ai -
NEOS Investments-Westport (CT)
Desired Skills and Experience:
• BA/BS degree required, emphasis on finance or economics is a plus.
• Possess an understanding of the ETF and/or mutual fund industry, financial concepts, product knowledge, investment management, and client-service...
mindmatch.ai -
GemHarvest Executive Recruiting-Westport (CT)
the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net...
mindmatch.ai -
Morgan Stanley-Purchase, 20 mi from Westport (CT)
interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated...
mindmatch.ai -
Willow Search Partners-Fairfield (CT), 6 mi from Westport (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 -
Coda Search│Staffing-Westchester (NY), 31 mi from Westport (CT)
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits...
mindmatch.ai -
Companies now hiring in Westport (CT):
Client Services Manager jobs in Westport (CT) – Similar offers:
Client Services Manager jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Client Services Manager, Westport (CT)
It's free, and you can cancel email updates at any time