Top 66 Client services associate Jobs in Connecticut

Client Experience & Community Partnerships
WHZ Strategic Wealth Advisors —Pomfret Center, CT
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Profit sharing
- Disability insurance
Quick Apply
Inside Sales & Customer Support Specialist
Cleveland Mixer —Clinton, CT
- From $50,000 a year
- Urgently hiring
- Microsoft Excel
- Microsoft Outlook
- CAD
- Health insurance
- 401(k)
Quick Apply
Hyphen Client Success Specialist
Healthfirst —Hartford, CT
- $68,900 - $112,540 a year
- Full-time
- Mid-level
- Continuous improvement
- Travel
- Health insurance
- Dental insurance
Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Client Service Representative (PART TIME)
VCA Animal Hospitals —West Hartford, CT
- $18 - $22 an hour
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
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
9d
Client Services Navigator - Community Services
Thames Valley Council for Community Action —New London, CT
- Bilingual
- Computer literacy
- Mid-level
- Paid holidays
- Disability insurance
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
Client Delivery Specialist - Associate
iCapital —Stamford, CT
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Dental insurance
- Paid time off
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $85,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
5d
Client Service Representative
VCA Animal Hospitals —East Haven, CT
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Engagement Associate
Valitana LLC —Stamford, CT
- $85,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
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 Services Associate - Old Lyme, CT
Savant Wealth Management —Old Lyme, CT
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
13d
Client Experience & Safety Associate
BayMark Health Services —Hartford, CT
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Health insurance
- Dental insurance
Associate Director, Client Service
Bridgewater Associates —Westport, CT
- $350,000 - $650,000 a year
- Microsoft Outlook
- 5 years
- Office
Client Services Associate
Valitana LLC —Stamford, CT
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
7h
Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Success Associate
Realty Plans —Stamford, CT
- $22 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
- Paid time off
- Opportunities for advancement
Quick Apply

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Client Experience & Community Partnerships

WHZ Strategic Wealth Advisors
Pomfret Center, CT

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Profit sharing
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Opportunities for advancement
Life insurance

Qualifications

Teamwork
Customer relationship building
Email customer support
Interpersonal skills
Phone communication
Bachelor's degree
Attention to detail
Customer relationship management
Client interaction via phone calls

Full Job Description

Client Experience & Community Partnerships

Are you a people person who is also detail oriented? Do you like being an individual contributor and a member of an amazing team? Are you passionate about providing the best experience possible to clients, prospects, teammates, and community partners? If the answer is yes, then keep reading.

WHZ Strategic Wealth Advisors is looking to hire a Client Experience & Community Partnerships Associate that takes a ‘tailored’ approach to delivering the most memorable client experience. You must be highly client-oriented and authentic in your demeanor. Ultimately, your goal is to build meaningful relationships with our clients and make them feel extremely valued while meeting their day-to-day needs.

If you want to add value to our clients and learn more about Wealth Management and Financial Planning in a dynamic, growth-oriented culture, this is a fantastic opportunity for you.

This role is unique at WHZ as it enables you to work across the client relationship and client experience teams. Additionally, this is a career pathing role where career growth opportunities exist for the right candidate. Securities licensing, formal career pathing and professional development will be offered as you perform in your role.

Summary of Responsibilities:

WHZ places the client at the center of delivering on our Plan Well, Invest Well, Live Well promise. Our team works collaboratively to help clients achieve their goals. As a member of the WHZ Client Experience & Relationships Team, the Client Experience & Community Partnerships position is responsible for providing support to existing clients, prospects and to team members.

This team is tasked to help deliver an exceptional client experience at every touch point. This role is responsible for overseeing the business development journey from start to finish to ensure our team is equipped to understand the needs of new clients and how we can best help them. As part of the Client Experience & Community Partnerships role, you will also have responsibility for community relationships and ensuring we are taking a strategic approach to maintaining relationships through representation at events, meeting with COIs and beyond.

Build tailored relationships with clients: You will build meaningful relationships with new clients as their primary contact on day-to-day requests, helping them become familiar with our company and how we can best help them.

Strategic approach to community involvement: As part of your role, you will be responsible for ensuring our team is represented in the community, at events and local partnership meetings.

Support existing clients and team members: As a dedicated team player you will have a key role in delivering the absolute best wealth management experience for our clients.

This role will spend 50% of time developing new client opportunities, 30% involvement with community relationships, 15% with existing clients (improving the year 1 and 2 of onboarding new clients) and 5% on personal development.

Required Knowledge, Skills & Competencies:

· Bachelor’s degree required

· 5 or more years’ experience within the financial industry preferred

· High attention to detail

· Ability to effectively prioritize workload and meet deadlines

· Strong organizational, collaborative, and problem-solving skills

· Strong interpersonal skills across various channels of communication (in person, online, phone, email)

· Exceptional communication skills to build client relationships and service expectations

· Ability to work independently and differentiate between matters that should be handled alone versus those that require collaboration across the WHZ team

· Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.

· Desire to learn financial securities industry and completion of SIE exam within 12 months from hire date

· Desire to work in a dynamic, growth-oriented environment

Compensation:

Salary: $60,000 to $75,000 per year

This is a full-time role offering a highly competitive salary and benefits package as part of our Total Rewards Compensation Philosophy including salary, 401(k) with match, profit sharing, short term and long-term disability, Health Insurance, generous Paid Time Off (PTO) policy.

This is an office-based role with flexibility required between our Tolland, CT and Pomfret, CT offices.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in connecticut

Client Experience & Community Partnerships

Inside Sales & Customer Support Specialist

Hyphen Client Success Specialist

Associate, Client Service Operations

Client Service Representative (PART TIME)

Client Service Associate - Hightower Signature Wealth

Client Services Navigator - Community Services

Client Service Associate

Client Delivery Specialist - Associate

FX PB Client Services Associate

Client Service Representative

Client Engagement Associate

Private Client Group Support Associate

Client Services Rep. II

Client Services Associate - Old Lyme, CT

Client Experience & Safety Associate

Associate Director, Client Service

Client Services Associate

Wealth Management Client Associate

Client Success Associate

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