Client Service Coordinator
3 weeks ago
Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available • Deposit checks received and maintain check blotter in adherence to compliance guidelines • Maintain client information in CRM database • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts • Order supplies for office and act as point of contact for any infrastructure requests • Other duties as assigned by CFP® Knowledge, Skills, and/or Abilities Advanced computer skills (Outlook, Word and Excel) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners Education and/or Experience The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: mutual funds, equities, annuities, insurance, managed accounts and various account registration types Previous experience in the independent financial services culture preferred. Previous college level experience in Economics and Finance a Plus Requirements Salesforce, Redtail or CRM, Microsoft Office, Phone Etiquette Benefits PTO, competitive pay, retirement benefits after 1 year.
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Client Service Coordinator
23 hours ago
Westport, United States Kestra Financial Independent Advisor Full timeFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing...
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Client Service Coordinator
1 month ago
Head of Westport, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.Summary The Client Service Coordinator...
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Front Desk Coordinator
1 month ago
Westport, United States Performance Optimal Health Full timeJob DescriptionJob DescriptionWe're seeking a Front Desk Coordinator to join our team in Westport, CT. As a key member of our team, you'll play a vital role in ensuring a seamless and enjoyable experience for our clients. Your responsibilities will include greeting clients, managing inquiries, scheduling appointments, and maintaining records.In this...
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Client Specialist
5 days ago
Westport, United States Talbots Full timeJob Number: 21827 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...
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Client Representative
21 hours ago
Westport, United States LMG Connecticut Full timeJob DescriptionJob DescriptionWe are a Connecticut based firm that performs outsourced sales, marketing, and corporate promotions on behalf of our exclusive list of clients. Our team of marketing experts, we have continuously achieved dramatic results for clients both large and small within many different industry sectors. To continue providing for our...
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Salon Coordinator
3 days ago
Westport, United States Whip Salon Full timeJob DescriptionJob DescriptionJob descriptionWe are seeking a Part Time Salon Coordinator to join our team in Westport, CT. This position reports to the Salon Manager. The ideal candidate is a self-starter, who's highly motivated and always positive. Someone who can provide superior customer service skills and can prioritize multi-tasking in a busy...
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Facility Coordinator
6 days ago
Westport, United States RALCO Electric Full timeSPARK YOUR CAREER as a Facility Coordinator by joining RALCO Electric Inc. in Westport, MA. This is a new position supporting our Construction Division. RALCO Electric, Inc. is a full-service electrical company that has been in business for over 35 years and has built a solid reputation as a leader in the electrical industry in Massachusetts and Rhode...
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Client Specialist Key
2 days ago
Westport, United States The Talbots Inc Full timeJob Number: 21639 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...
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Facility Coordinator
1 week ago
Westport, United States RALCO Electric Full timeSPARK YOUR CAREER™ as a Facility Coordinator by joining RALCO Electric Inc. in Westport, MA. This is a new position supporting our Construction Division. RALCO Electric, Inc. is a full-service electrical company that has been in business for over 35 years and has built a solid reputation as a leader in the electrical industry in Massachusetts and Rhode...
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Senior Logistics Coordinator- North Aberdeen
1 month ago
Westport, United States KBM RESOURCING LTD Full timeBased North of Aberdeen this client is a global choice for energy logistics. They are currently looking to bring a Senior Logistics Coordinator onboard. The Role Supervision of the company’s forwarding activities with direct responsibility for operational service standards. Following company processes and procedures and ensuring that these are adhered to...
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Logistics Coordinator- North Aberdeen
1 month ago
Westport, United States KBM RESOURCING LTD Full timeBased North of Aberdeen this client is a global choice for energy logistics. They are currently looking to bring a Logistics Coordinator onboard. The Role To organise the movement of cargo, satisfying customer needs while ensuring that all appropriate legislation and regulations are properly observed. Main Responsibilities Organise the import, export or...
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Customer Service Representative
23 hours ago
Westport, United States LMG Connecticut Full timeJob DescriptionJob DescriptionLimitless Management Group is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities.We are looking for a self-starter entry-level CSR to assist with...
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Financial Advisor
1 week ago
Westport, United States Alliance Global Partners Full timeJob DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...
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Assistant Director of Standardized Test Prep
1 month ago
Westport, United States Freudigman & Billings LLC Full timeOur fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships. We are committed to helping students better understand how they learn and how they can take ownership of that learning. Our team provides educational solutions for adolescents and children through individual assessment, personally tailored...
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Assistant Director of Standardized Test Prep
1 week ago
Westport, United States Freudigman & Billings LLC Full timeOur fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships. We are committed to helping students better understand how they learn and how they can take ownership of that learning. Our team provides educational solutions for adolescents and children through individual assessment, personally tailored...
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Assistant Director of Educational Therapy
1 month ago
Westport, United States Freudigman & Billings LLC Full timeFreudigman & Billings is seeking an **Assistant** Director of Educational Therapy** to join their team in Westport, CT. Educational therapists can have a background in teaching, counseling, or some combination of work in both educational and clinical settings. Individuals must be able to work with children and adolescents in an academic capacity (comfort...
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Senior Accounting Manager
5 days ago
Westport, Connecticut, United States Michael Page Full timeAbout Our Client My client is an energy infrastructure investment manager who has seen tremendous growth over the last few years. Job Description Manage financial accounting and reportingCoordinate and manage the tax process of an open-end mutual fund and multiple investment partnershipsResponsible for daily, monthly, and annual accounting and performance...
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Patient Service Representative
3 weeks ago
Westport, United States Hartford Healthcare Full timeDescription Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: 40 hour work week for full time PSC position Work where every moment matters.Every day, almost 20,000 Hartford HealthCare employees come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of...
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Electrical Project Manager
6 days ago
Westport, United States 2020 Search Partners Full timeJob Description Job Description Electrical Construction Project Manager Company Overview Our client is a full-service electrical company with the experience and inventory to meet all electric needs. They have built a solid reputation as a leader in electrical service since 1986. Through the years, they have expanded their experience to also include generator...
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Patient Service Representative
1 day ago
Westport, United States Hartford Healthcare Full timeDescription Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: 40 hour work week for full time PSC position Work where every moment matters. Every day, almost 20,000 Hartford HealthCare employees come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of...