Full-Time Senior Client Service Associate jobs in Stamford, CT

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SENIOR CLIENT SERVICE ASSOCIATE

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...

CompanyGemharvest
AddressStamford, CT
CategoryEducation/Training
Salary$80,000 - $120,000 a year
Job typeFull-time
Date Posted 2 months ago See detail

Senior Client Service Associate

Gemharvest

Stamford, CT

$80,000 - $120,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...

Client Service Associate, Insurance (Stamford, CT or NYC )

Nfp

Stamford, CT

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...