Top 260 Client associate Jobs in New 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
11d
Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
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
Associate Clinician and Client Coordinator
Mountain Laurel Wellness —Oxford, CT
- $25 - $45 an hour
- Part-time
- Hybrid work
- Background check
- Private practice
- Mid-level
- Flexible schedule
- Retirement plan
Quick Apply
14d
Laboratory Production & Inventory Associate
Precipio Inc. —New Haven, CT
- $55,000 - $68,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Mid-level
- Health savings account
- Health insurance
Quick Apply
13d
Seasonal Stockroom Operations Associate
KOHLS —Hamden, CT
- $17 - $24 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
11d
Client Service Associate
Coastal Bridge Advisors —Westport, CT
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Communication skills
Quick Apply
10d
Retail Sales Associate, New Haven - Part Time
Bluemercury —New Haven, CT
- $16.94 - $25.22 an hour
- Part-time
- Inventory management
- High school diploma or GED
- 1 year
- Store discount
- Health insurance
Associate Attorney - General Liability - Insurance Defense
Chartwell Law —Connecticut
- Full-time
- Remote
- Writing skills
- Mid-level
- 2 years
Quick Apply
Associate Attorney
Parrett, Porto, Parese & Colwell, P.C. —Hamden, CT
- From $120,000 a year
- Weekends as needed
- 5 years
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
11d
Tax Support Associate – Retail
Intuit —Bridgeport, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Financial Planning Product Support Specialist
RightCapital —Shelton, CT
- $50,000 - $51,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid training
- Health insurance
Quick Apply
Tax Associate – TurboTax Store
Intuit —Bridgeport, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
General Warehouse Associate
JMR Staffing —Waterbury, CT
- $16.94 an hour
- Full-time
- In person
- Ability to lift 50 pounds
- Warehouse
- In-person
- Health insurance
- Dental insurance
Quick Apply
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
13d
Optical Sales Associate
Meriden Eye Care —Meriden, CT
- $20 - $25 an hour
- Full-time
- Sales
- Merchandising
- Laboratory experience
- 401(k)
Quick Apply
Associate Dentist
ETS Dental —Waterbury, CT
- $200,000 - $350,000 a year
- Full-time
- Private practice
- Dental office
- Adults
Quick Apply
Sales Associate
Premier Financial Services —Southbury, CT
- Full-time
- Mid-level
- Office
- Travel
- Health insurance
- Dental insurance
14d
Warehouse Associate
Epic Personnel Partners, LLC —Middletown, CT
- From $22 an hour
- Full-time
- Pass drug screening
- Forklift
- Ability to lift 50 pounds
Quick Apply
Tax Associate – In-Store
Intuit —New Haven, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program

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client associate jobs near new haven, ct

Client Service Associate

Stifel -
Hamden, CT

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Job Details

Full-time
$44,000 - $65,800 a year
11 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 associate jobs in new haven, ct

Client Service Associate

Associate, Client Service Operations

Client Service Associate

Associate Clinician and Client Coordinator

Laboratory Production & Inventory Associate

Seasonal Stockroom Operations Associate

Client Service Associate

Retail Sales Associate, New Haven - Part Time

Associate Attorney - General Liability - Insurance Defense

Associate Attorney

Tax Support Associate – Retail

Financial Planning Product Support Specialist

Tax Associate – TurboTax Store

General Warehouse Associate

Client Service Associate, Financial Services

Optical Sales Associate

Associate Dentist

Sales Associate

Warehouse Associate

Tax Associate – In-Store

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