Top 34 Client services associate Jobs in Portland, Ct

Client Service Associate
Stifel —Hamden, CT
- $44,000 - $65,800 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
4d
Client Associate/Registered Client Associate
Royal Bank of Canada —Farmington, CT
- $44,000 - $77,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
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
7d
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
Budtender (Retail Operations, Sales & Customer Support)
Hi! People —Hartford, CT
- $17.48 - $20.99 an hour
- Part-time
- Bilingual
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
4d
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
Client Relationship Marketing Associate Director
Accenture —Hartford, CT
- $150,900 - $369,800 a year
- Full-time
- Remote
- Marketing
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
4d
Wealth Management Client Service Associate
Kingston Wealth Management Group —South Windsor, CT
- $65,000 - $80,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
4d
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 Representative at Town and Country Veterinary Associates
Heartland Veterinary Partners —Vernon, CT
- $20 - $25 an hour
- Weekends as needed
- OSHA
- Word processing
- High school diploma or GED
- Health insurance
- Dental insurance
5d
Branch Service Manager/Client Associate
Royal Bank of Canada —Glastonbury, CT
- $50,000 - $94,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Disability insurance
- Health insurance
11d
Client Onboarding Specialist
RCN Capital —South Windsor, CT
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Administrative experience
- 401(k)
Quick Apply
Private Client Department Trusts & Estates Associate
Day Pitney —West Hartford, CT
- Hybrid work
- Writing skills
- Mid-level
- 3 years
Part Time Sales & Customer Service
Massage Envy —West Hartford, CT
- $17 - $18 an hour
- Full-time
- Urgent Care
- High school diploma or GED
- Clinic
- Wellness program
- Paid holidays
Quick Apply
Client Manager
Gallagher Benefit Services —West Hartford, CT
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Health savings account
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 Success- Project Manager (Windsor, CT)
WM —Windsor, CT
- $68,400 - $78,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Bachelor's degree
- Contracts
- Employee stock purchase plan
- Paid holidays
Client Specialist Key - Evergreen walk
Talbots —South Windsor, CT
- $17.94 - $22.45 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Resource Coordinator 2
Johnson Controls —Rocky Hill, CT
- $24 - $30 an hour
- Full-time
- Oracle
- Mid-level
- Associate's degree
- Paid training
- Wellness program
Sales & Customer Experience Assistant
Westbrook Toyota —Westbrook, CT
- Online Application
- Background check
- Clean driving record
- Dealership
- Paid training
- Health insurance
Quick Apply

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Client Service Associate

Stifel -
Hamden, CT

Apply Now

Job Details

Full-time
$44,000 - $65,800 a year
4 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 services associate jobs in portland, ct

Client Service Associate

Client Associate/Registered Client Associate

Client Service Associate, Financial Services

Inside Sales & Customer Support Specialist

Budtender (Retail Operations, Sales & Customer Support)

Client Services Associate - Old Lyme, CT

Client Relationship Marketing Associate Director

Wealth Management Client Service Associate

Client Service Representative (PART TIME)

Client Service Representative at Town and Country Veterinary Associates

Branch Service Manager/Client Associate

Client Onboarding Specialist

Private Client Department Trusts & Estates Associate

Part Time Sales & Customer Service

Client Manager

Client Service Representative

Client Success- Project Manager (Windsor, CT)

Client Specialist Key - Evergreen walk

Client Resource Coordinator 2

Sales & Customer Experience Assistant

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