Associate, Client Service - Westport

The goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. · ...

Servicio al cliente excepcional a nuestros clientes y apoyo a los asesores financieros (FAs) / Asesores Privados de Riqueza (PWAs) / equipos en una base diaria. · Apoyar a los FAs/PWAs/equipos en la creación y mejora de relaciones con clientes existentes. · ...

POSITION SUMMARY · Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationshi ...

As an Associate in the Client Service Department at Bridgewater Associates, you will be responsible for ensuring clients receive exceptional service and helping your team achieve its strategic goals. You will partner with your team's Client Advisor to understand client goals and ...

The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, · and ongoing maintenance.This role requires strong technical knowledge, · excellent client communication skills, ...

The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, and ongoing maintenance. · Bachelor's degree preferred in finance or economics. 2-5 years of experience in financi ...

We are seeking an experienced Client Service Representative to join our team.We take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. · With every opportunity, we aim to exceed each pet owner's expectations.We're lo ...

The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, and ongoing maintenance. ...

Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry, and its success is rooted in its strong culture and clients-first approach. Moneco is ...

Accelerate your career in wealth management with one of New England's fastest growing independent firms. · Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. · ...

The Client Services Associate plays a critical role in supporting the advisor and their clients. · ...

The Client Services Associate plays a critical role in supporting financial advisors and their clients by assisting with comprehensive financial planning and investment advice. · ...

Company Description · Moneco Advisors provides client-centric financial planning and wealth management services, focusing on each client's unique needs, priorities, and goals. With a multigenerational team of professionals, the firm offers comprehensive support to address a wide ...

We have an immediate need for a Client Service Coordinator to join our award-winning team in providing vital home care services to seniors within our community. · ...

Visiting Angels of Fairfield Has an Immediate Need for a Client Service CoordinatorJoin our award winning team in providing vital home care services to seniors within our community. · ...

Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry, and its success is rooted in its strong culture and clients-first approach. Moneco is ...

We are looking for a select group of people to join us in our next phase of growth.Our ideal candidates will be self-motivated, and possess a passion for client relationships. · Acting as the first line of customer service - by phone, email, and in person; · Financial management; ...

· Job description · In search of positive and professional Client Services Representatives for a luxury pet hotel. Competitive salary, great work-life balance, and a place to work you'll be proud to be a part of. · Spot On Veterinary Hospital & Hotel resides in a state-of-the-ar ...

· Company Description · ConnectPay offers online payroll solutions and is committed to providing first-name-basis service and technology-first innovation. ConnectPay has steadily built a reputation as a flexible and responsive resource for all of its clients with a complete suit ...

+Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward. · ...