Client Services Associate – Financial Services - West Hartford

As a Financial Services Representative, you will be an advocate for your clients, continually enhancing enriching and serving your community. · ...

As a Financial Services Representative, you will be an advocate for your clients. · ...

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. · Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. · CPA, EA or licensed attorney. · ...

Job Description: · Financial Representative · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long- ...

Client Services Associate – Financial Services · West Hartford, CT | $60K - $70K | Onsite | Benefits + Growth · We've partnered with a · growing professional services firm · that is looking to bring on a · Client Services Associate · to support their team. · This role is perfect ...

This role involves resolving inquiries, offering guidance, executing instructions and ensuring clients receive personalized and attentive service. · ...

Customer Service Specialist - Transfer Agency - Direct Hire. Resolve inquiries, offer guidance and ensure clients receive personalized and attentive service. · ...

As the Financial Services Wholesaling Representative for the Life Insurance team, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor prov ...

This position provides direct exposure to global custody operations and transfer agency workflows, offering a strong foundation for career progression within financial services operations, client servicing or investment administration. · Serve as the primary point of contact for ...

The Global Custodian Services Contact Center for Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm. · ...

This role involves resolving inquiries, offering guidance and executing instructions while ensuring clients receive personalized service. · ...

Financial Customer Service Rep - Transfer Agents (TA) · Location: Onsite, Hartford, CT  · Shifts:  8 hour shifts Monday - Friday with shifts varying between 8AM EST - 6PM EST · Hourly Rate - $19/hr - $24/hr depending upon experience · P4P: performance rated bonuses paid out on a ...

++The Financial Customer Service Representative role involves providing comprehensive client service and support to clients of a global custodian firm.+ · + · ++Process shareholder requests accurately and efficiently. · Assist clients in completing required documentation for acco ...

+We are seeking a dedicated and experienced Customer Service Inbound Call Center Supervisor to lead our team of customer service representatives in the Transfer Agency department. This role involves supervising up to 18 call center representatives, ensuring high-quality service d ...

We are seeking a dedicated and experienced Customer Service Inbound Call Center Supervisor to lead our team of customer service representatives in the Transfer Agency department. · Oversight of up to 18 call center representatives ensuring high-quality service delivery and compli ...

We are seeking a dedicated and experienced Customer Service Inbound Call Center Supervisor to lead our team of customer service representatives in the Transfer Agency department.In this role you will be responsible for overseeing a team of up to 18 call center representatives ens ...

The Role at a Glance: · As the Financial Services Wholesaling Representative for the Life Insurance team you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals.De ...

Hourly Rate · $19/hr - $24/hr depending upon experience · P4P: · performance rated bonuses paid out on a quarterly basis · Annual PTO: · 15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off · Other PTO: · Jury duty, bereavement leave, mil ...

The customer service representative will process shareholder requests accurately and efficiently. · They will assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements. · Investigate customer issues or discrepa ...

Together we fight for everyone's opportunity for a better financial future. · We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not goo ...