Client Services Manager Jobs in Connecticut
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Search Results - Client Services Manager Jobs in Connecticut
Procyon-Shelton (CT)
excellence.
QUALIFICATIONS
• 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
• Knowledge of relevant platforms
Custodians: Charles Schwab and Fidelity
CRM: Salesforce
Performance...
1 similar job: Mayfield Heights
Stamford
What You'll Do:
We’re looking for a Portfolio Administration and Client Service Associate to join our Spectrum Asset Management team. In this role, you’ll be part of a team focused on interacting daily with all areas of the firm as well as external...
principal.com -
Leader Bank-Hartford
Overview
Leader Bank, one of Massachusettss most successful and rapidly growing community banks, is seeking a detail-oriented and client-focused Loan Servicing Collections Specialist. This role supports loan servicing operations with a primary focus...
mindmatch.ai -
5 similar jobs: Providence, Portland, Manchester, Worcester, Boston
Hamden (CT)
about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client...
icims.com -
Masis Professional Group-Fairfield (CT)
Officers, Attorneys, Private Bankers, Portfolio Managers, and client service teams to deliver exceptional client service while ensuring compliance with fiduciary standards, regulatory requirements, and internal policies.
The Trust Administrator will assist...
JCW Group-New Haven
of contact for an assigned book of commercial lines accounts, managing everything from policy binding through renewals and ongoing client servicing
• Work closely with underwriters to analyze eligibility, exposures, and loss history, determining appropriate...
Jobot-Greenwich (CT)
strategy when making important financial decisions. This unique service model empowers us to offer distinct solutions and is responsive to our client’s needs. Our professionals and team of advisors specialize in servicing privately held middle-market...
NewEdge Wealth-Stamford
applicable to wealth management firms serving UHNW clients.
• Demonstrated ability to make informed, balanced compliance decisions under pressure, applying regulatory knowledge in real-world business contexts.
• Strong interpersonal and communication skills...
Windsor Independent Living Association-Windsor (CT)
in the field of developmental disabilities in an environment that promotes client centered care, within community settings. You will work closely and communicate regularly with various members of the team including families, case management, and direct support...
Procyon-Shelton (CT)
excellence.
QUALIFICATIONS
• 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
• Knowledge of relevant platforms
Custodians: Charles Schwab and Fidelity
CRM: Salesforce
Performance...
Tingue-New Haven
and update market data, via CRM platform
• Work with Management to create a sales strategy and achievable goals
• Submit activity and results reports, such as pre-call planning, work plans, monthly and annual analysis
• Maintain and grow client marketing...
Prodware Solutions-Hartford
to enhance knowledge and skills relevant to wealth management, financial planning, and client service.
Strong team player mindset to excel not only individually but as a team through strong collaboration.
Develop and execute sound action plans...
Saxe Doernberger & Vita, P.C.-Trumbull (CT)
Associate Program, curricula for technical and client‑service skills, and association/membership management. The PDM provides skills and development insights to the Legal Operations Manager (LOM) to inform work distribution.
Core Responsibilities
• Develop...
Prodware Solutions-Hartford
Representative handling high-volume inbound calls within the Banking, Insurance or Financial Domain.
Deliver first-class inbound client service (customer service) for every single contact as part of our operations.
Strong communication skills, both verbal...
CyberCoders-Hartford
to open and close accounts and obtain tax and asset documentation
• Collaborate with attorneys and fellow team members to deliver exceptional client service from start to finish
Qualifications
• Paralegal certificate, associate degree, or bachelors...
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