Top 25 Client services associate Jobs in Brookfield, Ct

Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Private Bank Client Services Associate
Webster Bank —Waterbury, CT
- $77,000 - $83,000 a year
- Research
- Mid-level
- Office
5d
Client Service Associate - Hightower Signature Wealth
HighTower Advisors —Westport, CT
- $85,000 - $100,000 a year
- Full-time
- Office
- US work authorization
- Financial services
- Paid parental leave
- Health savings account
Quick Apply
Client Services Rep. II
Ethan Allen Global, Inc. —Danbury, CT
- Full-time
- Mid-level
- High school diploma or GED
- Organizational skills
- Health savings account
- AD&D insurance
Quick Apply
Client Service & Sales Associate – Classic Car Restoration
Legacy Overland —Danbury, CT
- $45,000 - $60,000 a year
- Weekends as needed
- Sales
- Customer service
- Public speaking
- Health insurance
- Dental insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Danbury, CT
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
12d
Client Engagement Associate
Freudigman & Billings LLC —Westport, CT
- $65,000 a year
- Full-time
- Background check
- Google Workspace
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
13d
Associate Director, Client Service
Bridgewater Associates —Westport, CT
- $350,000 - $650,000 a year
- Microsoft Outlook
- 5 years
- Office
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
Client Service Associate
Transcend Practice Management —Shelton, CT
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Commercial Lines Associate Client Representative
World Insurance Associates LLC —Brewster, NY
- $55,000 - $65,000 a year
- Full-time
- Office
- High school diploma or GED
- Typing
Quick Apply
5d
Manager, Client Service
Bridgewater Associates —Westport, CT
- $220,000 - $400,000 a year
- 5 years
- Writing skills
- Office
Sales & Customer service Associates
Massage Envy —Southbury, CT
- $17 - $18 an hour
- Choose your own hours
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Client Service Specialist
VCA Animal Hospitals —Shelton, CT
- $16 - $19 an hour
- Full-time
- Entry level
- Health insurance
- Dental insurance
12d
Client Service Representative (Full Time)
VCA Animal Hospitals —Bedford Hills, NY
- $18 - $24 an hour
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
11d
Client Service Manager
Gallagher —Danbury, CT
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Health savings account
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
5d

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Associate, Client Service Operations

Bridgewater Associates -
Westport, CT

Apply Now

Job Details

$135,000 - $200,000 a year

Qualifications

Microsoft Outlook
Bachelor's degree

Full Job Description

About Bridgewater

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.

Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting-edge technology to validate and execute on timeless and universal investment principles.

Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

Our Culture

Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard – it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it’s the engine that powers everything else.

About the Client Service Department

The goal of Client Service is to build and grow meaningful relationships with the world’s largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems. We help our clients broaden their understanding of our investment process, strategies and performance as well as deepen their understanding of financial markets more generally.

About Your Role

As an Associate, you’ll help the Client Service Department achieve our mission by ensuring clients receive exceptional service and that your team is achieving its strategic goals. In order to do so, you will be the ‘air traffic controller’ of your team, responsible for a variety of administrative, operational and project management activities, serving around 30 clients. You will help set goals, brainstorm execution, project manage multiple initiatives, coordinate directly with clients and internal stakeholders, be the first point of contact for client requests, and plan meetings, trips and events.

Without the Associate, the team doesn’t run. Associates must be highly organized, detail-oriented, calm under pressure, and great at time management. They must communicate professionally, enjoy problem solving, and thrive in a dynamic, relationship-driven environment.

You will drive the following responsibilities:

Partner with your team’s Client Advisor (senior relationship manager) to understand client goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support
Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone
Distill information and synthesize the key points to the team and other relevant, internal stakeholders
Coordinate tasks, activities and collaboration sessions to meet client needs from visualization to scheduling
Drive execution, provide direction, and project manage initiatives across multiple stakeholders
Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM)
Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology)
Coordinate logistics for clients and team, including travel strategy, events and presentation materials
Anticipate and resolve problems efficiently and independently
Work with other teams on projects to improve departmental operations

You will be a click for the role if you:

Are a team player who can learn quickly and who can proactively seek to improve efficiency and quality
Are a ‘big picture’ thinker who is able to focus on the goal at hand, not only tasks
Distill information, prioritize well and summarize key points for senior leaders
Enjoy solving problems using logic and common sense to develop practical solutions
Have the ability to orchestrate and prioritize multiple activities at once while maintaining high quality work
Hold a high standard for excellent client/customer service and desire to help others
Are willing and able to anticipate the needs and concerns of others
Have a preference for interpersonal interactions and are unafraid to engage with others
Value the pursuit of truth and excellence
Demonstrate innate curiosity and a tendency to thrive on learning new things
Are dedicated to self-improvement and improvement of others

Minimum Qualifications

Effective written and oral communication skills with strong attention to detail
A high degree of proficiency in Outlook, PowerPoint, Word and Excel; general comfort with learning
and using new software tools
Bachelor’s degree with strong academic record preferred
Experience in financial services or a professional business environment is a plus, though not required

Physical Requirements

This role will follow a hybrid schedule, with an onsite requirement of four days per week at our Westport CT campus.

Wage Range

The wage range for this role is $135,000-$200,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.

Why Choose Bridgewater?

It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.

One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits.

Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.

This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.

Bridgewater Associates, LP is an Equal Opportunity Employer

Apply Now

Refine Your Search

client services associate jobs in brookfield, ct

Associate, Client Service Operations

Private Bank Client Services Associate

Client Service Associate - Hightower Signature Wealth

Client Services Rep. II

Client Service & Sales Associate – Classic Car Restoration

Client Service Representative

Client Engagement Associate

Associate Director, Client Service

Private Client Group Support Associate

Client Service Associate

Registered Wealth Management Client Associate

Commercial Lines Associate Client Representative

Manager, Client Service

Sales & Customer service Associates

Client Service Specialist

Client Service Representative (Full Time)

Client Service Manager

Client Specialist - Southbury Plaza

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