Client Services Jobs in Connecticut
1 - 15 of 257
Search Results - Client Services Jobs in Connecticut
Meadows Staffing Group Inc-New Haven
Client Services & Operations Associate
Location: Greater New Haven Area, CT
Schedule: Monday through Friday
Work Arrangement: On site
Employment Type: Full time
Compensation: Based on experience
About the Role
Our exceptional client...
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MJP Wealth Advisors-Westport (CT)
wealth management, personalized financial planning, and sophisticated investment strategies.
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MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT. In this role, you’ll work...
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1 similar job: Miami
Gallagher-Danbury (CT)
As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. Reporting to the Private Client Service...
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Insite US-Stamford
Job Description
Tax Manager – Private Client Services
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Location: Stamford, CT
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Work Arrangement: Hybrid – approximately 3 days per week in office
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Experience: 5+ Years
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CPA or EA Required
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A leading national CPA and advisory...
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MJP Wealth Advisors-Westport (CT)
personalized financial planning, and sophisticated investment strategies.
MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT. In this role, you’ll work closely with our wealth advisors...
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Congruent Insurance Solutions-Westport (CT)
Client Services & Operations Associate
Congruent Insurance Solutions (CIS)
Westport, CT | Full-Time | On-Site
About Congruent Insurance Solutions
Congruent Insurance Solutions ("CIS") is a growing financial services company that works...
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State Street Bank-Stamford
Overview
As VP, Head of Client Service & Delivery, you will lead the client service strategy for the Investment Solutions Group, shaping a scalable, high‑quality program for institutional clients. You will partner across Investments, Client...
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Atlas Search-Stamford
Strong customer service orientation and relationship-building skills
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• Solid understanding of financial instruments
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• Background in RIA/wealth management operations, procedures, and client service
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• Experience working with wirehouses...
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Brown and Caldwell-Rocky Hill (CT)
Overview
In this hybrid role based near Rocky Hill, CT, you will lead strategic client growth and align project delivery with business objectives. You shape long-term client strategy, expand relationships across organizational levels, and drive...
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1 similar job: Hartford
Atlas Search-Stamford
for candidates who enjoy operating at the intersection of client service, investment reporting, operations, and technology.
What the role will involve:
• Supporting and maintaining financial reporting and data aggregation platforms
• Analyzing and explaining...
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CohnReznick-Stamford
Overview
As a Tax Senior Manager, you help closely-held businesses, families, and high-net-worth individuals navigate complex tax matters within a collaborative Private Client Services team. You will mentor staff, supervise engagements, and drive...
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1 similar job: Hartford
Forester Capital, L.L.C.-Stamford
Job Description
Position: Investor Relations Associate
The Investor Relations Associate will play an integral role in supporting the firm's senior leadership by delivering high-quality client service and marketing support. This position will serve...
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Financial Planner Recruiting, LLC-Guilford (CT)
enthusiastic about making a measurable impact in the financial services space, they invite you to grow with them.
Position Summary
The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing...
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EisnerAmper-Hartford
Overview
In this Tax Senior Manager role within Private Client Services, you will lead UHNW tax planning and compliance, oversee client engagements, and guide a team toward delivery excellence. You’ll collaborate with Partners in a fast-growing...
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Insite US-Stamford
Tax Manager – Private Client Services
Location: Stamford, CT
Work Arrangement: Hybrid – approximately 3 days per week in office
Experience: 5+ Years
CPA or EA Required
A leading national CPA and advisory firm is looking for an experienced Tax...
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