- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service . In this ... and a passion for providing superior support to our customers. As a Client Service Associate , you will collaborate with various departments to deliver… more
- Liberty Bank (Middletown, CT)
- …financial planning, wealth management and insurance needs of our clients and prospects. The Client Service Associate position joins a cohesive support team ... includes personalized training and support, a team-based atmosphere, and a client -first mission. This position reports to the Business Development Manager (BDM),… more
- Raymond James Financial, Inc. (West Hartford, CT)
- …branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- WTW (Stamford, CT)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- Wells Fargo (Farmington, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Banfield Pet Hospital (Plainville, CT)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... + Preventative care and OWPs + Communication Skills + Client Service Skills + Priority Setting +...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (North Haven, CT)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more
- Banfield Pet Hospital (Manchester, CT)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Action Oriented Listening Functional Preventative care and OWPs Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND… more
- VCA Animal Hospitals (Shelton, CT)
- Client Service Representative We are seeking...times-both inside and outside. **If you are a current associate , you will need to apply through our internal ... an experienced Client Service Representative to join our team. At VCA Animal...We Need You As the face of VCA, the Client Service Representative sets the tone for… more
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