Top 9113 Client services 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
Property Assistant
Lincoln Property Company —Greenwich, CT
- $32 an hour
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director of Guest Relations
Confidential —Westchester County, NY
- From $70,000 a year
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Professional Learning Specialist
Imagine Learning —Connecticut
- $65,972 - $75,000 a year
- Online Application
- School experience
- Clean driving record
- Microsoft Excel
- Paid holidays
- Disability insurance
Orders Desk Team - Support Specialist
EVERSYS, Inc —Northvale, NJ
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Customer service
- Salesforce
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Remote Customer Service/Sales Representative
Agent Alliance —Stamford, CT
- $65,000 - $70,000 a year
- Full-time
- Remote
- Entry level
- Paid training
- Health insurance
Quick Apply
13d
Receptionist/Scheduler, Concierge Practice
Stamford Health —Stamford, CT
- Full-time
- Private practice
- HIPAA
- Cleaning
Quick Apply
NYC Early Intervention- Initial Service Coordinator
Metro Therapy, Inc —Bronx, NY
- $50 - $54 an hour
- Part-time
- Remote
- Mid-level
- Working with children
- Pediatrics
- Health insurance
- Dental insurance
Workplace Operations Coordinator
AXA —Stamford, CT
- $56,300 - $77,700 a year
- Hospitality
- Office
- High school diploma or GED
- Retirement plan
Concierge (Stamford, Connecticut)
Royale Company —Stamford, CT
- $18 - $20 an hour
- Overnight shift
- Computer literacy
- Typing
- Entry level
Quick Apply
Client Success Representative (Remote)
Demand.com —Bridgeport, CT
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Part Time (On-Call) Office Clerk
IST Management Services —Stamford, CT
- $23 - $25 an hour
- Part-time
- Office
- Windows
- Administrative experience
1d
Customer Experience Ambassador
Cushman & Wakefield —Norwalk, CT
- $38.68 - $45.50 an hour
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Disability insurance
Quick Apply
Administrative Assistant
Arrow Search Partners —Stamford, CT
- $100,000 - $120,000 a year
- Mid-level
- Office
- Bachelor's degree
Administrative Assistant
BDO —Stamford, CT
- $24.00 - $38.50 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Employee stock ownership plan
- Opportunities for advancement
Administrative Assistant
TIAA —High Ridge, CT
- $24.42 - $34.42 an hour
- Online Application
- Inventory management
- No experience needed
- Office
IT Support Associate
CMIT Solutions of Hartford & Stamford —Stamford, CT
- $18 - $30 an hour
- Part-time
- Hybrid work
- Research
- Windows
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Client Development Specialist
Indeed —Stamford, CT
- $23.08 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Military encouraged
- Paid parental leave
- Health savings account
Quick Apply
Client Success Manager
Indeed —Stamford, CT
- $29.33 - $43.75 an hour
- Full-time
- Hybrid work
- Mid-level
- Military encouraged
- In-person
- Paid parental leave
- Paid holidays
Quick Apply
Dispatcher
WIN Waste Innovations —Stamford, CT
- $26 - $32 an hour
- Mid-level
- Team management
- Paid holidays
- Disability insurance
Quick Apply

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client services 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 services jobs in stamford, ct

Client Service Associate

Property Assistant

Director of Guest Relations

Professional Learning Specialist

Orders Desk Team - Support Specialist

Remote Customer Service/Sales Representative

Receptionist/Scheduler, Concierge Practice

NYC Early Intervention- Initial Service Coordinator

Workplace Operations Coordinator

Concierge (Stamford, Connecticut)

Client Success Representative (Remote)

Part Time (On-Call) Office Clerk

Customer Experience Ambassador

Administrative Assistant

Administrative Assistant

Administrative Assistant

IT Support Associate

Client Development Specialist

Client Success Manager

Dispatcher

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

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