Top 321 Client associate Jobs in Shelton Ct

Client Service Associate
Transcend Practice Management —Shelton, CT
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
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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
Bilingual Store Associate (Spanish)
Sherwin-Williams —Brookfield, CT
- $17.35 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
13d
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
Tax Support Associate – Retail
Intuit —Norwalk, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
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
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
Entry Level Retail Sales Associate
Bel Solutions LLC —New Haven, CT
- $65,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Computer literacy
- Driver's License
- Paid training
- Work from home
Quick Apply
Manufacturing Production Associate – 1st & 2nd Shifts
A.R. Mazzotta —Durham, CT
- $18 - $20 an hour
- Trade school
- Manufacturing
- Entry level
Quick Apply
9d
Insurance Operations Associate
Lead Advisor, LLC —Westport, CT
- $30 - $40 an hour
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Paid time off
Quick Apply
Sales Associate
Premier Financial Services —Southbury, CT
- Full-time
- Mid-level
- Office
- Travel
- Health insurance
- Dental insurance
14d
Associate Dentist
ETS Dental —Waterbury, CT
- $200,000 - $350,000 a year
- Full-time
- Private practice
- Dental office
- Adults
Quick Apply
Associate — Business Development
POWR2 —Bethel, CT
- $65,000 - $80,000 a year
- Full-time
- Writing skills
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Business Development Associate
Valisure —New Haven, CT
- Full-time
- Marketing
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
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
Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Client Service Associate
Stifel —Hamden, CT
- $44,000 - $65,800 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
10d
GUEST SERVICE ASSOCIATE
European Wax Center —Shelton, CT
- $16.94 - $25.00 an hour
- Part-time
- Ability to lift 50 pounds
- Ability to sit for extended periods
- Computer skills
Quick Apply
6d
Salon Receptionist/ Front Desk and Social Media Coordinator
Lux Hair Studio —Fairfield, CT
- $20 - $25 an hour
- Part-time
- Background check
- Computer literacy
- Administrative experience
- Employee discount
Quick Apply
14d

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client associate jobs near shelton ct

Client Service Associate

Transcend Practice Management
Shelton, CT

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Qualifications

Customer relationship building
Phone communication
Employee relationship building
Managing clients in a customer support role
Client database systems
Quality assurance
Trading platforms
Document quality checks
Financial services
Telephone systems
CRM system proficiency
Productivity software
Content review
Editing

Full Job Description

Client Service Associate

Location: Shelton, CT

Compensation: $65,000 - $80,000 (based on experience)

Status: Full-time; Hybrid (one day from home)

We are a multigenerational firm that strives to serve our community with integrity, passion and a commitment to excellence. Our team provides financial planning, tax strategies, retirement solutions, and a wide array of wealth management services that prioritize our clients’ best interests, as we support them with an elevated standard of care, We pride ourselves on our white-glove service, and we believe in fostering a workplace where all feel encouraged to contribute and grow as we work together for our clients and community.

As a Client Service Associate, you will work with our team to assure seamless communication and structure for our clients as they navigate their financial services experience with us. The ideal candidate will bring a mixture of excellent verbal and written communications skills, strong administrative abilities, and a passion for detail to the position, as well as a client-first and team-based mindset. Our office culture is interactive, positive, and supportive of employee satisfaction and growth.

Ideal Candidate Attributes:

Exceptional attention to detail and organizational skills
Energetic and enthusiastic approach to work
Strong commitment to exceeding client expectations
Flexibility and willingness to support the team in various capacities
Proficiency in handling diverse assignments in support of the team
Excellent communication skills for building relationships within the firm and with our clients
Excellent time management, prioritization skills, ability to take initiative
High integrity, strong work ethic, and respect for confidentiality
Desire to be a long-term, integral part of our team
Vision for the long-term opportunities within the firm and the industry

Key Responsibilities:

Diligently prioritize and manage all operational and administrative tasks
Anticipate advisor/team needs and handle them proactively
Coordinate and organize meetings with advisor, generate reports and all necessary forms; remain updated on team priorities and project timelines
Coordinate the advisor’s and team’s calendar and schedules, ensuring efficient time management; create/complete appointment reminders
Develop processes to complete all business paperwork, document submissions, requests and correspondence, track and order supplies
Track all paperwork when documents are outstanding, track NIGO’d paperwork; update pending business summary sheet for advisor’s attention, track and tally all outstanding work weekly
Process all new business and administrative transactions in a timely manner
Complete all forms accurately and submit them within one business day
Use CRM system efficiently to schedule client meetings, marketing activities, and to enter new contacts, file and update client correspondence, statements, agreements, and so forth
Use Commonwealth services, such as COMMunity Link® and online trading
Update contact management system in Commonwealth CRM
Screen, organize, and manage tasks with the goal of focusing the team’s attention where it's most needed
Assist with data entry of all client financial information; input/update data to investment analytics system; review completed client forms for accuracy
Answer the phone and greet clients for team; handle all client service issues within capacity; control the lobby tv
Process incoming mail, prepare and send outgoing mail; perform merging for mailings and draft letters as directed by advisor
Create and coordinate annual client appreciation event, client gift program
Manage the firm’s website, social media platforms, and blast email campaigns
Regularly review Commonwealth news items, technology updates, email communications, and report pertinent information to advisor
Suggest updates to systemize and. improve office functions
Prepare marketing material as needed; implement specific tasks on the advisor’s marketing calendar
Log & upload Signature Guarantee Log at the beginning of each month
Log & upload Direct Mail Trade & Check Log at the beginning of each month
Log & upload Form CRS at the beginning of each month
Handle Tax Departments requests and inquiries Required Knowledge/Skills/Competencies
Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance
A conscientious nature and strong interpersonal skills
Ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the client’s circumstances
Strong organizational skills; ability to identify and solve problems
Proficiency in using Commonwealth resources (e.g., COMMunity Link, Operations Manual, and written office procedures)
Ability to proactively relate client concerns to advisor
Ability to use multiple technology platforms e.g., Client 360, Investor 360, Wealthscape?, etc)
Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria
Proficient in Microsoft Office and Adobe
Can navigate Ring Central (phone system)

Qualifications:

College degree required
Minimum three to five years in the financial services industry
Minimum three years in a client-facing role
Outstanding communication and relationship management skills.
Proficiency in Microsoft Office Suite and CRM systems.
Adaptability in a fast-paced environment
Rapid learning ability, particularly with adoption of technology tools
Demonstrated job stability and career progression

Apply Today!

As a Client Service Associate, you will work in a team of driven, caring professionals, helping families and businesses pursue their dreams with clarity and confidence. Your work will directly impact clients’ lives as you grow your professional career.

We welcome a diverse pool of applicants from various backgrounds, and urge you to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Quick Apply

Refine Your Search

client associate jobs in shelton ct

Client Service Associate

Associate Attorney - General Liability - Insurance Defense

Associate Attorney

Bilingual Store Associate (Spanish)

Tax Support Associate – Retail

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Financial Planning Product Support Specialist

Entry Level Retail Sales Associate

Manufacturing Production Associate – 1st & 2nd Shifts

Insurance Operations Associate

Sales Associate

Associate Dentist

Associate — Business Development

Business Development Associate

Associate Clinician and Client Coordinator

Associate, Client Service Operations

Client Service Associate

GUEST SERVICE ASSOCIATE

Salon Receptionist/ Front Desk and Social Media Coordinator

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