Private Client Service jobs in Fairfield, CT

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CLIENT SERVICE ASSOCIATE, INSURANCE (STAMFORD, CT OR NYC )

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...

CompanyNfp
AddressStamford, CT
CategoryRetail
Job typeFull-Time
Date Posted 2 months ago See detail

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...

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...

Private Client Financial Advisor

Citizens

Branford, CT

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Veterinary Client Service Representative

Guilford Veterinary Hospital, Llp

Guilford, CT

From $17 an hour

401(k). Dental insurance. Employee assistance program. Employee discount. Flexible schedule. Health insurance. Life insurance. Paid time off. Vision insurance. 8 hour shift. In-person. Besides loving animals why would you like to...

Chauffeur, private executive car service

Teddy's Transportation System

Norwalk, CT

$65,000 - $80,000 a year

almost $80,000 average earnings! **with NO vehicle maintenance costs. 401k retirement program with MATCH. health insurance contribution. Chauffeur of the Year award $$$. vehicle operating expenses: ZERO. 401(k). Health insurance....

Client Concierge - Private Wealth Management Firm

Fiduciam Financial

Middlebury, CT

$45,000 - $50,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. Monday to Friday. Associate (Preferred). Customer service: 1 year...