Client Onboarding Jobs in Connecticut
1 - 13 of 13
Search Results - Client Onboarding Jobs in Connecticut
Atlas Search-Stamford
to support portfolio reporting, data aggregation, onboarding, and client delivery across both traditional and alternative investments.
The team is hiring at both the Associate and AVP levels, depending on experience.
This is a strong opportunity...
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Atlas Search-Stamford
Client Solutions Associate to join its Data Solutions team. The position blends finance and technology, focusing on configuring and maintaining financial software platforms, supporting clients through issues and onboarding, and contributing to special...
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Atlas Search-Stamford
institutions to support portfolio reporting, data aggregation, onboarding, and client delivery across both traditional and alternative investments.
/n
The team is hiring at both the Associate and AVP levels, depending on experience.
/n
This is a strong...
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MJP Wealth Advisors-Westport (CT)
communication between clients and wealth advisors.
• New Client Onboarding: Coordinate the onboarding process, including gathering client information and required documentation, initiating account transfers, and monitoring account setup.
• Account Administration...
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MJP Wealth Advisors-Westport (CT)
service requests, resolve issues, and coordinate communication between clients and wealth advisors.
/n
• New Client Onboarding: Coordinate the onboarding process, including gathering client information and required documentation, initiating account...
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1 similar job: Miami
FIBR-Fairfield (CT)
growth while delivering a premium wellness experience and achieving measurable results.
Responsibilities
• Drive center revenue and membership growth through consultative, goal-focused sales
• Lead client onboarding and guide members on their wellness...
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Atlas Search-Stamford
is seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The position blends finance and technology, focusing on configuring and maintaining financial software platforms, supporting clients through issues and onboarding...
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Top Prospect Group-Danbury (CT)
Develop scalable service offerings, support enterprise client onboarding, and identify opportunities to improve revenue and profitability.
• Manage strategic relationships with technology, hardware, software, and cybersecurity vendors.
• Serve...
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ZG Subpoena Solutions-Hartford
system onboarding into fully automated workflows. In collaboration with sales and client operations, you will engage directly with clients to identify their needs and implement tailored solutions.
Your scope spans the entire integration lifecycle—from...
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mindmatch.ai -
00001 Ameriprise Financial Inc-Greenwich (CT)
Acquisitions One of the firm’s key growth initiatives is acquiring established advisory practices. The COO will: Coordinate acquisition due diligence Lead operational integration Standardize client onboarding Manage technology conversions Retain staff...
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appcast.io -
Paydex Technologies-Bridgeport
promptly and professionally.
• Assist with client onboarding, account setup, and platform walk-throughs to ensure successful adoption.
• Maintain accurate client records, interaction logs, and account updates within our CRM database.
• Partner with internal...
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careers-page.com -
BestEx Research-Stamford
time oversight of client algorithmic order flow across the US equities trading session.
• Engage with our clients to understand their execution needs and offer tailored solutions from BestEx Research's product suite.
• Facilitate new client onboarding...
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workable.com -
Glastonbury
for leading the successful onboarding and integration of new clients, projects, and solutions in the Partnership Business Center team at Travel Insured International. This role ensures that operational, technical, and customer-specific requirements are met...
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icims.com -
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