- Support Private Wealth Managers with onboarding, administrative tasks.
- Excellent communication and organizational skills
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The Client Service Associate role involves partnering with Private Wealth Managers to provide onboarding, administrative and transaction support for trust and wealth accounts. This includes direct client interaction through phone and email requests as well as related transaction ...
Windsor1 week ago
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The OpportunityAs a Client Service Associate you will partner with Private Wealth Managers to provide onboarding administrative and transaction support for trust and wealth accounts. · ...
Windsor2 days ago
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The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients. · Act as a liaison between custodians and clients by maintaining client records and authorized signers. · Draft investment trade paperwork on behalf of clie ...
Windsor $65,000 - $90,000 (USD)1 month ago
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The Client Service Associate will partner with Private Wealth Managers to provide onboarding and administrative support for trust and wealth accounts. · ...
Windsor, CT1 week ago
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+Job summary · The Customer Service Associate will handle customer phone calls, solve customer problems and assist dispatch. · +ResponsibilitiesDirecting drivers · Solving issues in a timely manner. · Providing our Customers with the highest level of customer service via phone or ...
Windsor, CT1 month ago
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The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients. The position assumes responsibility for supporting the firm's Institutional Investment Consultants in account administration, client servicing, trading and ...
Windsor, CT1 month ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Assist customers with questions and recommendations · ...
Windsor $16.95 - $17 (USD)1 month ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · ...
Windsor $17 - $17.50 (USD)1 month ago
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As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27 000+ employees in 35 countries. · Perform daily or monthly reconciliations against multiple servicers custodians and/or asset managers · Ide ...
Windsor, CT1 month ago
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+ Job summary: As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. + Perform daily or monthly reconciliations against multiple servicers, custodians and/or asset managers · Id ...
Windsor1 month ago
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We're seeking a seasoned professional to deliver exceptional fund administration services to domestic and offshore hedge fund and private equity fund clients.Provide critical support in processing investor transactions. · Conduct due diligence and handle investor communications. ...
Windsor2 weeks ago
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As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has employees in countries. Some organizations rely on SS&C for expertise scale and technology. · ...
Windsor Full time1 month ago
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As a Senior Associate in Loan Servicing at SS&C Technologies Inc., you will perform daily or monthly reconciliations against multiple servicers, custodians and/or asset managers. · ...
Windsor1 month ago
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Deliver exceptional fund administration services to domestic and offshore hedge fund and private equity fund clients. · Bachelor's Degree in Business Administration or similar field. · 2-4 years' experience in financial services. · ...
Windsor, CT4 days ago
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As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27 000+ employees in 35 countries. · ...
Windsor, CT1 month ago
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The Customer Service Associate is responsible for delivering products to customers from Sherwin-Williams branches using Company vans or pick-up trucks. The Customer Service Associate ensures deliveries are complete, packed correctly, and safely delivered to the correct customer. ...
Hartford, CT, United States5 days ago
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+An Investor Services Associate to join its Investor Relations team. · +Completion of DDQs, custom questionnaires, follow-up queries, · Communicating effectively with internal teams, · ++Base Salary Range-The base salary range for this position is $110, · , 000- $165, · , 000 and ...
Hartford1 month ago
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+Job summary · The Customer Service Associate is responsible for delivering products to customers from Sherwin-Williams branches using Company vans or pick-up trucks.+The individual selected for this role will be expected to work at Automotive Branch #9145 located at 140 Ledyard ...
Hartford Part time5 days ago
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Goodwill of Western and Northern Connecticut seeks supportive individuals with a great passion for helping others to apply for this rewarding position. · ...
Hartford2 weeks ago
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Goodwill of Western and Northern Connecticut seeks supportive individuals with a great passion for helping others. · ...
Hartford2 weeks ago
Client Service Associate - Windsor - MassMutual
Description
Key Responsibilities
The Ideal Candidate
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Client Service Associate
Only for registered members Windsor
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Client Service Associate
MassMutual- Windsor
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Client Service Associate
Only for registered members Windsor
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Client Service Associate
Only for registered members Windsor, CT
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Customer Service Associate
Only for registered members Windsor, CT
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Client Service Associate
Only for registered members Windsor, CT
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Customer Service Associate I
Only for registered members Windsor
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Customer Service Associate I
Only for registered members Windsor
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Senior Associate, Loan Servicing
Only for registered members Windsor, CT
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Senior Associate, Loan Servicing
Only for registered members Windsor
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Senior Associate, Investor Services
Only for registered members Windsor
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Senior Associate, Loan Servicing
Full time Only for registered members Windsor
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Senior Associate, Loan Servicing
Only for registered members Windsor
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Senior Associate, Investor Services
Only for registered members Windsor, CT
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Senior Associate, Loan Servicing
Only for registered members Windsor, CT
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Customer Service Associate
Only for registered members Hartford, CT, United States
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Investor Services Associate
Only for registered members Hartford
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Customer Service Associate
Part time Only for registered members Hartford
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Human Services Associate
Only for registered members Hartford
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Human Services Associate
Only for registered members Hartford