Top 1007 Client associate Jobs in Stamford, Ct

Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
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
Client Services Associate
Tradition Energy —Stamford, CT
- Bachelor's degree
- Business
- Communication skills
- 401(k) matching
Mailroom Associate
SPS-North America —Stamford, CT
- $20 - $21 an hour
- Ability to walk for extended periods
- Computer literacy
- Mid-level
- Health savings account
- Disability insurance
9d
Office Services Associate
Opensity Solutions —Stamford, CT
- $20 - $29 an hour
- Full-time
- Office
- Organizational skills
- 1 year
- Health insurance
- Dental insurance
Quick Apply
2d
Retail Associate - Greenwich
Aritzia —Greenwich, CT
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Associate Attorney
The Pickel Law Firm —Stamford, CT
- $100,000 - $150,000 a year
- Full-time
- Spanish
- Writing skills
- Research
- Health insurance
- 401(k)
Quick Apply
10d
Associate Veterinarian - Small Animal
Greenfield Animal Hospital —Fairfield, CT
- Email
- Mid-level
- Surgery
- Medical-surgical
- Continuing education credits
- Health insurance
Quick Apply
Associate Attorney
Front Door Management —West Harrison, NY
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Litigation Associate, Construction/Insurance
SCG Recruiting —Melville, NY
- $125,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- In-person
- Health insurance
- Dental insurance
Quick Apply
1d
Insurance Defense Associate Attorney
JACOBSON & SCHWARTZ, LLP —Jericho, NY
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Administrative experience
- In-person
- Health insurance
- Paid time off
Quick Apply
6d
Associate Veterinarian - Love Cats? This One's for You
Greenfield Animal Hospital —Fairfield, CT
- Email
- Mid-level
- Medical-surgical
- Operating room
- Continuing education credits
- Health insurance
Quick Apply
Associate Attorney
Slater Slater Schulman LLP —Melville, NY
- $120,000 - $175,000 a year
- Full-time
- Background check
- Employment & labor law
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Keller O'Reilly & Watson, P.C. —Woodbury, NY
- $95,000 - $125,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Office
- Health insurance
- 401(k)
Quick Apply
Associate Attorney
LAW OFFICES OF LPB —White Plains, NY
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Writing skills
- Health insurance
- Paid time off
Quick Apply
Associate Attorney
Bee Ready Law Group, LLP —Mineola, NY
- $90,000 - $175,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- 401(k)
Quick Apply
1d
Associate Veterinarian at Greenwich Animal Hospital
Greenwich Animal Hospital —Greenwich, CT
- $140,000 - $170,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Receptionist
McBean Law, PLLC —White Plains, NY
- $17 - $19 an hour
- Full-time
- Spanish
- Office
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Landscape Sales Associate
Quality Island Landscaping —Huntington, NY
- $67,000 - $120,000 a year
- Full-time
- Google Workspace
- Residential
- Driver's License
- 401(k) matching
Quick Apply
Litigation Associate, Foreclosure/Debt Defense
SCG Recruiting —Melville, NY
- $130,000 - $150,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
1d

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client associate jobs near stamford, ct

Client Service Associate

Twenty Four Wealth Management
Darien, CT

Quick Apply

Job Details

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

Benefits

Paid training
Paid holidays
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Customer service
High school diploma or GED
Managing clients in a customer support role
Client services
Organizational skills
Financial services
Time management

Full Job Description

Who We Are

The mission at Twenty Four Wealth is to deliver financial and lifestyle success to our clientele by implementing experts in every field of wealth management, removing our clients from the day to day details and staying ahead of any industry curve.

We believe culture plays a crucial role in the success of our company. All employees possess the following characteristics: being a team player, being open and comfortable giving and receiving feedback, and are constantly looking to grow and educate themselves personally and professionally (knowing a few good movie quotes doesn’t hurt either).

Twenty Four Wealth is an equal opportunity employer and considers applicants for all open positions without regard to race, color, religion or belief, sex, age, citizenship status, national origin, marital status, military/veteran status, sexual orientation, genetic information, gender identity, and physical or mental disability. At Twenty Four Wealth, we believe in creating a dynamic work environment that puts value in diversity and inclusion as we strive to recruit a diverse group of candidates to help us achieve that goal.

Job Description

Responsible for executing on the client service program including new client onboarding, ongoing client service and daily operational duties with high attention to detail.

Job Responsibilities

Heavy calendar management and scheduling
Perform office operations including answering phones, confirming and preparing advisors for their meetings, greeting clients and screening calls
Handle routine client service requests, resolve inquiries efficiently and effectively to completion. Understand our escalation process and apply when appropriate
Input data into CRM and ensure accuracy of the information
Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting
Contribute to the development and execution of client service standards resulting in client retention and satisfaction
Book travel
Handle various personal duties as needed (including, but not limited to: personal appointments, personal travel for himself and significant other, grocery runs, lunch runs, potential help with his dog when in office)
Some after-hours support may be required

Key Competencies

B.S/B.A. Degree preferred
3+ Year’s Financial Services experience required
Series License(s) (7, 65, 6) not required but preferred
Client service aptitude
Excellent verbal and written communicative ability
Organizational skills and multi-tasking ability
Attention to detail
Strong Microsoft Word, Excel and Outlook skills
Good time management skills

Job Benefits

Company sponsored health insurance
401k matching
Unlimited paid time off, in addition to paid company holidays
Catered lunch on Fridays
Unlimited snacks & coffee

Benefit Conditions:

Waiting period may apply
Only full-time employees eligible

Paid Training:

Typical end time:

Typical start time:

Work Remotely

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

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

Application Question(s):

Are you willing to handle various personal duties as they arise and are needed? (i.e. grocery runs, making personal appointments, picking up mail)
Are you a dog lover?

Education:

High school or equivalent (Required)

Experience:

Financial Services: 3 years (Required)
Client services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in stamford, ct

Client Service Associate

Client Success Associate

Client Services Associate

Mailroom Associate

Office Services Associate

Retail Associate - Greenwich

Associate Attorney

Associate Veterinarian - Small Animal

Associate Attorney

Litigation Associate, Construction/Insurance

Insurance Defense Associate Attorney

Associate Veterinarian - Love Cats? This One's for You

Associate Attorney

Associate Attorney

Associate Attorney

Associate Attorney

Associate Veterinarian at Greenwich Animal Hospital

Receptionist

Landscape Sales Associate

Litigation Associate, Foreclosure/Debt Defense

I want to receive the latest job alert for client associate in stamford, ct

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