Top 52 Financial services Jobs in Waterford, Ct

Client Service Associate, Financial Services
MacKinstry Financial —Clinton, CT
- $45,000 - $55,000 a year
- Full-time
- Office
- Finance
- US work authorization
- Paid time off
- Retirement plan
Quick Apply
11d
Financial Advisor
Edward Jones —East Lyme, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (CT)
Bankers Life —New London, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —New London, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Citizens Banker
Citizens Financial Group —Groton, CT
- $25.00 - $30.68 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Trust Administrator
Dime Bank —Norwich, CT
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
9d
Part Time (30 Hours) Associate Banker, Groton CT Branch, Groton, CT
JPMorganChase —Groton, CT
- $22.50 - $27.60 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
14d
Financial Advisor
First Command Financial Services, Inc. —New London, CT
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Business Banking Relationship Manager
M&T Bank —Norwich, CT
- $94,400 - $157,400 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Mid-level
Relationship Banker - New London / Old Saybrook Areas
Bank of America —New London, CT
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Banker II
CENTREVILLE BANK —Norwich, CT
- Microsoft Word
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor
Tumolo Financial —East Lyme, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
12d
Senior Banker - Norwich West Main Financial Center
Bank of America —Norwich, CT
- $25.97 - $31.75 an hour
- Extended hours
- Computer literacy
- Writing skills
- Mid-level
11d
Associate Banker II - Colchester, CT
TD Bank —Colchester, CT
- $23.75 - $31.00 an hour
- Weekends as needed
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Universal Banker (Float) - Greater Hartford Area
Dime Bank —Norwich, CT
- Full-time
- Mid-level
- Office
- Residential
Quick Apply
Commercial Lending - Commercial Loan Officer
Chelsea Groton Bank —Groton, CT
- Online Application
- Mid-level
- Office
- Business development
Quick Apply
Wealth Advisor
The Washington Trust Company —Westerly, RI
- $125,000 - $175,000 a year
- Full-time
- Finance
- Bachelor's degree
- Financial services
- Health insurance
- 401(k)
Quick Apply
PT Universal Banker
Beacon Bank —Lebanon, CT
- $20.00 - $27.13 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Client Service Advisor
Retirement Income Source SFG —Westbrook, CT
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Free parking
- Disability insurance
Quick Apply
Personal Banker
KeyBank National Association —Madison, CT
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office

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financial services jobs near waterford, ct

Client Service Associate, Financial Services

MacKinstry Financial
Clinton, CT

Quick Apply

Job Details

Full-time
$45,000 - $55,000 a year
11 days ago

Benefits

Paid time off
Retirement plan

Qualifications

Economics
Interpersonal skills
Finance
Finance
Attention to detail
Financial services

Full Job Description

Company Description MacKinstry Financial / Educators' Retirement Consulting is a financial services firm focused on helping clients plan for and manage their retirement and long-term financial goals. Established over 30 years ago, MacKinstry Financial is a female lead and owned company with a warm, personable approach to financial services.

Role Description The Client Services Associate is a full-time, on-site role based in Clinton, CT. This position supports Tracy by serving as a primary contact for clients, handling inquiries, scheduling appointments, and ensuring timely follow-up on service requests. Daily responsibilities include managing client communications via phone and email, preparing and processing basic account and service documents, maintaining accurate client records, and assisting with meeting preparation and follow-up tasks. The associate will help resolve routine client issues, coordinate with internal team members and external partners as needed, and contribute to a positive, professional client experience. This role also involves learning the firm’s financial services and processes to provide informed, courteous support and to identify opportunities for improved client service.

Ideal Candidate Profile:

Strong Customer Service skills, with a focus on building trust and maintaining long-term client relationships.
Excellent Communication skills, including clear verbal and written communication and professional phone and email etiquette.
An effective problem-solver who follows-through and is organized to manage multiple client requests.
Strong interest and knowledge in personal finance and a basic understanding of retirement planning
Attention to detail, proficiency with office software (e.g., email, spreadsheets, CRM systems), and the ability to work collaboratively in an on-site team environment.
Prior experience in financial services, client-facing roles, or a related professional setting is helpful but not strictly required.
A degree in economics, accounting or finance would be beneficial

Please do not contact Tracy directly. Your application will be reviewed and you will be contacted for an interview if you are among the most qualified for the position. Thank you for your interest.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

Paid time off
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in waterford, ct

Client Service Associate, Financial Services

Financial Advisor

Wealth Management Trainee (CT)

Financial Services Professional - Hybrid Remote (CT)

Citizens Banker

Trust Administrator

Part Time (30 Hours) Associate Banker, Groton CT Branch, Groton, CT

Financial Advisor

Business Banking Relationship Manager

Relationship Banker - New London / Old Saybrook Areas

Banker II

Financial Advisor

Senior Banker - Norwich West Main Financial Center

Associate Banker II - Colchester, CT

Universal Banker (Float) - Greater Hartford Area

Commercial Lending - Commercial Loan Officer

Wealth Advisor

PT Universal Banker

Client Service Advisor

Personal Banker

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