Client Services Associate
2 weeks ago
Brewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in managing our client relationships and driving business growth.
Key Responsibilities- Case Management: Manage inbound buyback/restructure opportunities by liaising with policy holders, providing creative solutions, and ensuring timely resolution.
- Due Diligence: Conduct qualitative assessments of current opportunities, evaluating potential risk factors and staying up-to-date on applicable laws and regulations.
- Quote Generation: Develop quotes for policy holders by analyzing key financial drivers and dynamics of each case.
- Lead Management: Utilize our internal Customer Relationship Management (CRM) system to manage leads, predict challenges, and resolve issues with initiative and persistence.
- Reporting and Analysis: Create and maintain client/customer reporting on a weekly, monthly, and quarterly basis, analyzing customer feedback and identifying new business opportunities.
- Process Improvement: Maintain internal process and procedure documents, ensuring seamless operations and continuous improvement.
- 2-4 years' experience in customer service or client-facing roles.
- Strong customer-centric mindset and ability to build and maintain strong relationships.
- Project management experience, with a proven ability to problem-solve and identify creative solutions.
- Ability to thrive in a fast-paced environment.
- Exceptional organizational skills, with a high attention to detail and accuracy.
- Proficiency in Microsoft Office suite (MS Excel, MS Word, MS PowerPoint).
- Financial services/insurance experience a plus.
- Experience with CRM systems a plus.
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Client Operations Specialist
3 weeks ago
Westport, Connecticut, United States Brewer Morris Full timeJob SummaryBrewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will be responsible for managing client relationships, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
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Client Service Representative
3 weeks ago
Westport, Connecticut, United States Bank of America Full timeAbout the RoleThis position is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. Key responsibilities include:Supporting enterprise strategic objectives and operational excellence goals within the FA's businessCustomizing solutions based on the specific needs of the FA and their clientsServing as the...
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Wealth Management Client Associate
6 days ago
Westport, Connecticut, United States Bank of America Full timeAbout the RoleThis position is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and maintaining strong relationships with clients. Key responsibilities include:Providing personalized client service and support to meet the needs of clients and Financial...
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Pet Hotel Client Service Representative
7 days ago
Westport, Connecticut, United States Spot On Veterinary Hospital & Hotel Full timeJob OverviewWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Spot On Veterinary Hospital & Hotel. As a key member of our client-facing team, you will be responsible for delivering exceptional patient care and outstanding client service.Key Responsibilities:Act as the first point of contact for clients,...
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Client Operations Specialist
4 weeks ago
Westport, Connecticut, United States Brewer Morris Full timeCompany Overview: Brewer Morris is a specialized provider of services and solutions tailored for clients in the US life insurance and reinsurance sectors. As a third-party administrator (TPA), we facilitate the process for life insurance and reinsurance companies to manage their liabilities effectively.Position Summary: We are currently seeking a Client...
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Pet Hotel Client Service Representative
6 days ago
Westport, Connecticut, United States Spot On Veterinary Hospital & Hotel Full timeJob DescriptionIn 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 a part of.Spot On Veterinary Hospital & Hotel resides in a state-of-the-art facility newly opened in Westport Connecticut in addition to our flagship location in...
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Client Relationship Manager
2 weeks ago
Westport, Connecticut, United States Brewer Morris Full timeJob SummaryBrewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will be responsible for managing client relationships, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
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Client Operations Specialist
4 weeks ago
Westport, Connecticut, United States Brewer Morris Full timeCompany Overview: Brewer Morris is a specialized provider of services and solutions tailored for clients in the US life insurance and reinsurance sectors. As a white label Third Party Administrator (TPA), we facilitate the process for life insurance and reinsurance companies to manage their liabilities directly with policyholders.Position Summary: We are...
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Catering Services Associate
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Sales Associate
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Investment Associate Intern
1 week ago
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Caregiver for Multiple Clients
2 weeks ago
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Caregiver for Multiple Clients
2 weeks ago
Westport, Connecticut, United States Always Caring of Connecticut Full timeCaregiver Position OverviewWe are seeking a compassionate and experienced caregiver to provide care for multiple clients in a supportive environment.Key Responsibilities:Assist clients with daily activities such as feeding, bathing, and groomingProvide laundry, exercise, and other essential care servicesWork flexible shifts, including 7am-3pm, 3pm-11pm, and...
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Customer Experience Associate
3 weeks ago
Westport, Connecticut, United States Glowbar Full timeAbout GlowbarGlowbar is a pioneering skincare company that is revolutionizing the industry with its people-centric approach. Our mission is to empower individuals to feel confident in their skin, and we're committed to making skincare more accessible, efficient, and effective.As a rapidly growing company, we're seeking passionate and service-oriented...
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Sales Associate
6 days ago
Westport, Connecticut, United States VIRELLA Full timeLead a Team of Sales ProfessionalsVIRELLA is a leading organization in the industry, with 120 years of experience. We are seeking a highly motivated and results-driven individual to join our team as a Sales Associate.This role offers a unique opportunity to learn and grow with our organization. You will be responsible for servicing our existing client base,...
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Associate Attorney
2 weeks ago
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Associate Attorney
2 weeks ago
Westport, Connecticut, United States Maya Murphy, P.C. Full timeJob Summary:We are seeking a highly skilled and motivated Associate Attorney to join our team at Maya Murphy, P.C. in our Westport office.Key Responsibilities:Provide legal services to clients in a variety of matters, including litigation and transactional work.Conduct research and analysis to support the development of legal strategies and arguments.Prepare...
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Anthropologie Weddings Styling Associate
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Financial Planning Associate
4 weeks ago
Westport, Connecticut, United States Lead Advisor Full timeCompany Overview: Lead Advisor, LLC is a distinguished consulting firm specializing in wealth management and advisory services. This position is associated with one of our esteemed clients. Position Summary: Our client, recognized for excellence in wealth management and financial planning, is seeking a Paraplanner to enhance their commitment to providing...
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Financial Planning Associate
4 weeks ago
Westport, Connecticut, United States Lead Advisor Full timeLead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...