Top 26 Client service specialist Jobs in West Haven, Ct

Client Service Associate
Stifel —Hamden, CT
- $44,000 - $65,800 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
9d
Client Service Specialist
Osaic —Branford, CT
- $65,000 - $75,000 a year
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
Client Services Specialist
Moneco Advisors —Fairfield, CT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Service Specialist
Connecticut Renaissance, Inc. —New Haven, CT
- Full-time
- Writing skills
- Mid-level
- Office
Patient Service Specialist
Concentra —Wallingford, CT
- $18.51 - $24.07 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Commuter assistance
- Disability insurance
Client Success Specialist
Northeast Building and Home LLC —Bridgeport, CT
- $29.81 - $40.38 an hour
- Weekends as needed
- Background check
- Salesforce
- English
- Health savings account
- Health insurance
Quick Apply
Veterinary Client Service Representative - Call Center
Pieper Veterinary —Middletown, CT
- $18.75 - $24.75 an hour
- 8 hour shift
- 18 years or older
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Client Service Specialist
VCA Animal Hospitals —Shelton, CT
- $16 - $19 an hour
- Full-time
- Entry level
- Health insurance
- Dental insurance
Client Service Representative - Primary Care
Pieper Veterinary —Middletown, CT
- $18.75 - $24.75 an hour
- 8 hour shift
- 18 years or older
- Primary Care
- Critical & Intensive Care
- Paid holidays
- Health insurance
Quick Apply
12d
Building Automation HVAC Service Specialist
Siemens —New Haven, CT
- $54,121 - $92,779 a year
- Extended hours
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
Client Service Specialist
MAI WEALTH MANAGEMENT, INC. —Madison, CT
- $52,300 - $65,400 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Client Specialist - Southbury Plaza
Talbots —Southbury, CT
- $17.44 - $21.80 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Commercial Lines Senior Client Manager
World Insurance Associates LLC —Hamden, CT
- $50,000 - $65,000 a year
- Full-time
- Office
- High school diploma or GED
- Typing
Quick Apply
3d
Industrial Services Specialist
Fuss & O'Neill —New Haven, CT
- $100,000 - $125,000 a year
- Full-time
- System design
- Mid-level
- Criminal background check
- Health insurance
- Paid time off
Quick Apply
Transportation Client Advisor
Acrisure New England Partners Insurance Services, LLC —Wallingford, CT
- $75,000 - $150,000 a year
- Full-time
- Children
- Senior level
- Commuter assistance
- Paid parental leave
Personal Lines Client Manager
World Insurance Associates LLC —Hamden, CT
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Retirement plan
Quick Apply
Outside Sales Professional
Terminix —Waterbury, CT
- $19 - $21 an hour
- Full-time
- Mid-level
- Residential
- High school diploma or GED
- Fuel card
- Paid holidays
Quick Apply
PRO Services Specialist
Floor and Decor Outlets of America, Inc. —Fairfield, CT
- $17.04 - $21.20 an hour
- 8 hour shift
- Spanish
- Mid-level
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Quick Apply

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Client Service Associate
Stifel —Hamden, CT
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…
$44,000 - $65,800 a year
9d
Client Service Specialist
Osaic —Branford, CT
Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to…
$65,000 - $75,000 a year
10d

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Client Insurance Specialist
Integrated Services for Behavioral Health —Columbus, OH
A valid driver's license and the ability to?operate?a motor vehicle is?required? An associate or bachelor’s degree in healthcare administration, social work,…
$20.97 - $24.56 an hour
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Client Success Specialist
greenpath, inc. —Columbus, OH
Taking back-to-back calls in a call center environment. Maintain accurate records and ensure compliance with state regulations.
$16.50 - $18.38 an hour
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Client Service Associate

Stifel -
Hamden, CT

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Job Details

Full-time
$44,000 - $65,800 a year
9 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

Administrative experience
High school diploma or GED
Clerical experience

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
Provide reports and other information to FA(s), as requested.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry

Licenses & Credentials:

Minimum Required: None

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

#LI-LL1

Compensation Range: Salary: USD $44,000.00/Yr. - USD $65,800.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

client service specialist jobs in west haven, ct

Client Service Associate

Client Service Specialist

Client Services Specialist

Service Specialist

Patient Service Specialist

Client Success Specialist

Veterinary Client Service Representative - Call Center

Client Service Specialist

Client Service Representative - Primary Care

Building Automation HVAC Service Specialist

Client Service Specialist

Client Specialist - Southbury Plaza

Commercial Lines Senior Client Manager

Industrial Services Specialist

Transportation Client Advisor

Personal Lines Client Manager

Outside Sales Professional

PRO Services Specialist

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