705 Results for

Client Service Associate Jobs in Bridgeport, CT

Jobs

New Haven, CT

$190,000–$270,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.

5 days ago

New Haven, CT

$200,000–$275,000 / year

5 days ago

Stamford, CT

$175,000–$220,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.

5 days ago

Stamford, CT

$185,000–$265,000 / year

5 days ago

Greenwich, CT

$190,000–$275,000 / year

5 days ago

New Haven, CT

$175,000–$285,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is focused on complex leasing transactions, while also providing exposure to broader real estate work, including acquisitions, dispositions, development, and financing of commercial properties.

5 days ago

Greenwich, CT

$150,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

5 days ago

West Harrison, NY

$100,000–$150,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Lead and manage all phases of matrimonial/family law litigation: drafting pleadings, motions, discovery, settlement negotiations, courtroom appearances, trials, and appellate work.

5 days ago

Hicksville, New York

Full time

p>Pay Transparency: .

Preferred Qualifications: .

4 days ago

Purchase, NY

$32,219–$90,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

30+ days ago

Greenwich, CT

$62,732–$78,000 / year

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

16 days ago

Hamden, CT

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

30+ days ago

$50,000–$60,000 / year

p>Skills/Requirements: FINRA Registrations: Series 7 and 63/65 (or 66) required 3+ years' experience working as a sales assistant/RCSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment Demonstrate the ability to handle multiple tasks to completion with little or no supervision. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

30+ days ago

Stamford, CT

$74,400–$126,000 / year

Who You Are You have a bachelors degree, or equivalent, preferably in finance, accounting, economics, business management, mathematics, or computer science two years minimum work experience in institutional asset management, operations, client support, or finance Basic knowledge of fixed income Strong Excel skills, including PivotTables, advanced formulas (e.g., INDEX/MATCH or XLOOKUP), and analysis of large datasets for reporting and reconciliation Skills That Will Help You Stand Out Competent skills with Python and SQL Experience with AI assisted code writing tools Knowledge of preferred and capital securities FINRA SIE, Series 7 and Series 63 preferred or ability to obtain within 180 days Experience with Bloomberg Terminal; including AIM, CMGR, PORT, and SQL database queries Excellent communication, writing, and organizational skills Salary Range Information Salary ranges below reflect targeted base salaries. Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices Analyze and maintain market constituents, and other strategic data for the firm Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance Design and implement systems to make client service data related activities more efficient Design, test, monitor, and internally report upon portfolio guideline compliance rules Coordinate and consolidate responses to requests for proposals Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance and coordination Spectrum is a registered institutional advisor, with a subsidiary broker-dealer.

30+ days ago

Stamford, Connecticut

$74,400–$100,800 / year

With over $18 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers. Spectrum’s Stamford office is located 15 minutes from the Metro-North Railroad (New Haven Line) and there city buses that runs daily between the Stamford Metro-North Station and the office park at which Spectrum is located.

11 days ago

White Plains, NY

$59,000–$82,000 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

17 days ago

White Plains, NY

$54,000–$72,000 / year

Recognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Riverhead, NY

$22–$26 / hour

p>Operating as a universal banker, the CSA performs both platform and teller functions and plays a critical role in executing a relationship-based sales strategy, with a strong focus on business development, deposit acquisition, and client retention.

Build and maintain a pipeline of commercial deposit opportunities, including operating accounts, money market accounts, and treasury/cash management services.

23 days ago

$80,000–$90,000 / year

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Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

30+ days ago

Kings Park, NY

$25,000–$65,000

The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

30+ days ago

Great Neck, NY

$61,280–$85,520 / year

li>Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

30+ days ago

Purchase, New York

• Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

30+ days ago

Purchase, New York

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

17 days ago

Danbury, Connecticut

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

5 days ago

Greenwich, CT

$65,000–$80,000 / year

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

30+ days ago

Bridgeport, Connecticut

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*All interviews will be conducted via Zoom video conferencing.

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.

Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.

30+ days ago

Stamford, CT

Remote

CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long‑term success. Responsibilities include, but are not limited to: The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non-routine projects that our clients need.

30+ days ago

New Haven, CT

With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

30+ days ago

Westport, CT

$135,000–$200,000 / year

About the Client Service DepartmentThe goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights.

About BridgewaterBridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.

30+ days ago

Westport, CT

$350,000–$650,000 / year

In close partnership with Client Advisors, the Associate Director develops a deep understanding of each client's goals, constraints, and governance structures, translating that insight into engagement strategies that strengthen relationships and drive commercial outcomes. Sitting at the center of client relationships, this role combines strategic thought partnership, investment fluency, and operational excellence to help clients achieve their objectives through high-quality returns and differentiated insights.

19 days ago

Brookfield, CT

You quickly verify details, adjust the order, coordinate with production, confirm with shipping, and send a concise status email—problem solved, expectations met.

Work cross-functionally with production, shipping, and warehouse teams to hit delivery targets.

8 days ago

Huntington, NY

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

23 days ago

li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Smithtown, NY

$26.50–$45 / hour

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

4 days ago

Purchase, NY

$27.88–$39.90 / hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

30 days ago

Jericho, New York

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Client Service Associate Jobs in Bridgeport, CT

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