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 a month 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...

Client Service Associate

Newedge Capital Group Llc

Stamford, CT

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Open new acc...

Service Management & Operations- Senior Associate

Line Of Service:advisory

Stamford, CT

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. As a Senior Associate, you'll work as part of a...