Top 60 Client services associate Jobs in Southport, Ct

Client Engagement Associate
Freudigman & Billings, LLC —Westport, CT
- From $65,000 a year
- Full-time
- Background check
- Google Workspace
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
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 Service Associate
Coastal Bridge Advisors —Westport, CT
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Communication skills
Quick Apply
6d
Client Success Specialist
Northeast Building and Home LLC —Bridgeport, CT
- $29.81 - $40.38 an hour
- Weekends as needed
- Background check
- Salesforce
- English
- Health savings account
- Health insurance
Quick Apply
Licensed Insurance Agent/Broker, Sales, Customer Service Representative - COMMERCIAL and PERSONAL
Aljay Insurance Brokerage Ltd. —Hauppauge, NY
- $40,000 - $80,000 a year
- Part-time
- Bilingual
- Background check
- Sales
- 401(k)
- Paid time off
Quick Apply
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
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
Operations & Client Services Associate
S.E. Minor & Co. —Greenwich, CT
- $55,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
14d
Manager, Client Service
Bridgewater Associates —Westport, CT
- $220,000 - $400,000 a year
- 5 years
- Writing skills
- Office
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
Client Service Associate
Morgan Stanley —Greenwich, CT
- $35,360 - $61,200 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
Client Service Representative
VCA Animal Hospitals —Darien, CT
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
3h
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
10d
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
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
Wealth Management Client Associate
Bank of America —Stamford, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
Registered Client Service Associate - Ridgefield, CT
Raymond James Financial, Inc. —Ridgefield, CT
- $55,000 - $72,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
8d
Associate Client Success Director
IQVIA —Greenwich, CT
- $86,000 - $239,500 a year
- Full-time
- Remote
- Master's degree
- 8 years
- Bachelor's degree
- Work from home
10d

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Client Engagement Associate

Freudigman & Billings, LLC -
Westport, CT

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Computer operation
Google Workspace
Google Sheets
Crisis management
Bachelor of Science
Bachelor's degree
macOS
Computer skills
Productivity software
Office management
Bachelor of Arts

Full Job Description

Our fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships. We are committed to helping students better understand how they learn and how they can take ownership of that learning. Our team provides educational solutions for adolescents and children through individual assessment, personally tailored learning programs, and one-on-one coaching.

Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member of the team, responsible for creating a seamless experience for students, families, and instructors while ensuring the daily operations of our center run smoothly.

The Client Engagement Associate serves as a primary point of contact for families and students and plays a key role in coordinating onboarding, communication, scheduling and administrative processes. This position requires exceptional organizational skills, strong judgment, and the ability to manage complex details with accuracy and professionalism.

The ideal candidate enjoys solving puzzles. Whether it is finding the right scheduling solution, balancing competing priorities, or anticipating the needs of students, families, and instructors, this role requires someone who enjoys making complex pieces fit together. Think Sudoku, Tetris, or chess — success comes from seeing the big picture while managing the smallest details.

This role is ideal for someone who thrives in a fast-paced environment, enjoys learning new technology, creates efficiency wherever possible, and understands that client service in an educational setting is far more complex than transactional scheduling.

Core Responsibilities

Prioritize and manage shared communication channels, including Welcome inboxes, and ensure timely responses and follow-through.
Coordinate scheduling services for new clients and advising meetings for current clients.
Assist the Director of Client Services with scheduling onboarding calls.
Support the onboarding process for new families by collecting required documentation, entering new client information into internal systems, and preparing client files.
Maintain and update databases to ensure accurate tracking of prospective and current clients.
Assist the Client Services Team with major cyclical scheduling projects throughout the academic year.
Maintain knowledge of local school calendars, academic schedules, standardized testing timelines, and seasonal programming.
Collaborate closely with the Client Services Team and other key members of the office to support efficient daily operations.
Manage incoming phone calls, greet and direct students and families, and provide a welcoming, professional front-office experience.
Assist with facility coordination, including communication with the landlord and supporting day-to-day office operations as needed.
Maintain strict confidentiality of all student and family information.

Competency Requirements

Critical Thinking: Analyze scheduling conflicts, competing priorities, and last-minute changes to develop effective solutions.

Attention to Detail: Demonstrate exceptional accuracy in scheduling, documentation, and data management.

Executive Functioning: Effectively prioritize numerous competing tasks while maintaining organization, accuracy, and follow-through.

Big-Picture Thinking: Understand how individual decisions affect students, instructors, families, and overall center operations.

Crisis Management: Identify urgent issues, establish priorities quickly, and execute solutions with professionalism and sound judgment.

Leadership & Teamwork: Collaborate effectively with Partners, Directors, Instructors, and fellow Client Services team members to support smooth operations.

Communication: Maintain clear, timely, and professional communication with clients, instructors, families, and internal stakeholders.

Required Qualifications & Experience

Education

Bachelor's degree (B.A. or B.S.) required.

Experience

Two or more years of experience in scheduling, administrative support, client services, customer service, or office operations.
Demonstrated success with office management and managing complex administrative responsibilities
Strong proficiency with Google Workspace, scheduling software, and data management systems.
Advanced proficiency with Apple products and Mac operating systems.

Physical & Environmental Conditions

Prolonged periods of sitting or standing while working at a computer.
Ability to lift up to 15 pounds occasionally.
This is a full-time, on-site position based in our Westport, CT office.
Monday through Friday, 9:30 a.m. to 6:00 p.m.
Reliable transportation is required.
Candidates must be authorized to work in the United States and successfully complete a background check.

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Time Off
Meal Perks

If you enjoy creating order out of complexity, thrive in a fast-paced environment, and want to play an essential role in supporting students, families, and educators, we encourage you to apply.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Do you use a Mac and/or other Apple products? Please tell us about your comfort level - we'll use your response as a writing sample.
Please explain a project you completed using Google sheets or excel in the space below
What about this position interests you? How does it fit within your career plans? Is there anything you'd like to tell us that isn't represented on your resume?
Tell us about your favorite Halloween costume (doesn't matter how long ago it was!)
Are you willing to undergo a background check, in accordance with local law/regulations?

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in southport, ct

Client Engagement Associate

Client Service Associate - Hightower Signature Wealth

Client Service Associate

Client Success Specialist

Licensed Insurance Agent/Broker, Sales, Customer Service Representative - COMMERCIAL and PERSONAL

FX PB Client Services Associate

Client Service Associate

Registered Wealth Management Client Associate

Operations & Client Services Associate

Manager, Client Service

Private Client Group Support Associate

Client Service Associate

Client Service Representative

Associate Clinician and Client Coordinator

Client Service Associate

Client Success Associate

Wealth Management Client Associate

Client Delivery Specialist - Associate

Registered Client Service Associate - Ridgefield, CT

Associate Client Success Director

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