Associate, Client Service - Westport, CT

The Associate will help the Client Service Department achieve its mission by ensuring clients receive exceptional service and that their team is achieving its strategic goals. · Partner with your team's Client Advisor (senior relationship manager) to understand client goals and t ...

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. · ...

Bridgewater Associates is a premier asset management firm seeking an Associate to support the Client Service Department in building and growing relationships with sophisticated investors. · ...

Provide exceptional service to clients and support Financial Advisors on a daily basis. · S · R · ...

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. · ...

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 provides client-centric financial planning and wealth management services to address a wide range of financial matters. · Support advisors and client service teams by managing client operations · ...

We have an immediate need for a Client Service Coordinator to join our award winning team in Fairfield, US. This role involves determining and managing client needs, developing care plans and matching caregivers. · Process all referrals received from intake, direct email or phone ...

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 financial advisors and their clients by assisting with comprehensive financial planning and investment advice. · ...

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

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. · ...

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; ...

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 part of · We have FT and PT positions available The Client Services Representative performs a wide ra ...

Moneco Advisors provides client-centric financial planning and wealth management services, · Handle incoming client calls, schedule appointments, and provide proactive support. · Ensure a seamless client journey through attentive service and follow-through. · ...

This entry-level position services our client's payroll and data management needs. · ...

We are looking for positive and professional Client Services Representatives for a luxury pet hotel. · ...