Client Services Jobs in Westport (CT)
Search jobs in
1 - 10 of 10
Search Results - Client Services Jobs in Westport (CT)
MJP Wealth AdvisorsWestport (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...
MJP Wealth AdvisorsWestport (CT)
wealth management, personalized financial planning, and sophisticated investment strategies.
/n
/n
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...
Navigate SearchWestport (CT)
Our client is seeking a Senior Tax Accountant to join its growing tax practice and play an integral role in tax compliance, planning, research, and client service.
Position Summary
The Senior Tax Accountant will be responsible for preparing...
Cedar Point Financial Services LLCWestport (CT)
and communicate policy performance, funding requirements, and servicing recommendations to clients, agents, brokers, and management.
/n
• Ability to identify policy servicing and new sales opportunities by reviewing in-force policy illustrations and insurance...
NEOS InvestmentsWestport (CT)
financial concepts, product knowledge, investment management, and client-service strategies.
• Able to identify and anticipate client needs and make recommendations for implementation of NEOS products.
• Enthusiastic team player and self-starter who enjoys...
Wiggin and Dana LLPWestport (CT)
Summary
The Legal Administrative Assistant ('LAA') – PCS provides administrative and secretarial support to lawyers, paralegals, and administrators in our Private Client Services group. The LAA may also provide billable and non-billable legal...
Cedar Point Financial Services LLCWestport (CT)
to analyze in-force illustrations, identify issues and opportunities, and communicate policy performance, funding requirements, and servicing recommendations to clients, agents, brokers, and management.
• Ability to identify policy servicing and new sales...
Insite USStamford, 11 mi from Westport (CT)
Job Description
Tax Manager – Private Client Services
/n
Location: Stamford, CT
/n
Work Arrangement: Hybrid – approximately 3 days per week in office
/n
Experience: 5+ Years
/n
CPA or EA Required
/n
/n
A leading national CPA and advisory...
NEOS InvestmentsWestport (CT)
financial concepts, product knowledge, investment management, and client-service strategies.
• Able to identify and anticipate client needs and make recommendations for implementation of NEOS products.
• Enthusiastic team player and self-starter who enjoys...
Insite USStamford, 11 mi from Westport (CT)
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...
More jobs – Customer Service in Westport (CT):
Client Services jobs in Westport (CT) – Similar offers:
Client Services jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Client Services, Westport (CT)
It's free, and you can cancel email updates at any time