Client Services Associate

Client Service Associate Boutique Wealth Management Firm Norwalk, CT Overview Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra...

Our client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. They are a white label Third Party Administrator (“TPA”), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders. Located in Westport Connecticut, our client seeks a...

Sales and Marketing Expert:We are seeking an ambitious and results-driven Client Experience Lead to drive sales and growth at our Westport studio. As the General Manager, you will be responsible for leading daily operations, building a positive team culture, and driving revenue growth.About the Role:Lead Daily Operations: Focus on delivering exceptional...

We are looking for a highly motivated and organized Wealth Management Associate to join our team at Hierax Wealth Partners. As a key member of our firm, you will work closely with advisors and clients to deliver exceptional service and support.About the Role:The Wealth Management Associate will be responsible for building and maintaining client...

We are seeking a skilled Financial Services Advisor to join our team at Hierax Wealth Partners. As a key member of our firm, you will work closely with advisors and clients to deliver exceptional service and support.About Us:Hierax Wealth Partners is a leading provider of wealth management services to high-net-worth individuals and families. Our commitment...

Company DescriptionNeedle Cuda Divorce & Family Law is a "high touch" law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our areas...

Wealth Management OpportunityClaire Myers Consulting offers a wealth management opportunity for a skilled professional to join our team as a Relationship Manager. In this role, you will support the firm in achieving its mission by working closely with our senior advisors and other teams.About the FirmWe are a boutique wealth management firm with a passion...

Investment Operations AssociateBoutique Wealth Management FirmWestport, CTOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and...

Investment Operations AssociateBoutique Wealth Management FirmWestport, CTOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and...

We are seeking a highly motivated Business Development Associate to join our Limitless Management Group team. As a key member of our sales strategy, you will be responsible for growing clients' accounts monthly while providing exceptional customer service.Key Responsibilities:Build strong relationships with clients to increase revenue and drive business...

As an Investment Banking Associate at Alliance Global Partners, you will play a critical role in helping us achieve our mission of delivering exceptional wealth management services to our clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, where no two days are ever the same.Your primary responsibilities will include...

Wealth Management Career OpportunityClaire Myers Consulting is a boutique wealth management firm based in Westport, CT. We are seeking an experienced Wealth Management Associate to join our team.As a key member of our team, you will work closely with senior advisors to support clients and develop new business opportunities.You will participate in client...

Work where every moment matters. Every day, over 30,000 Hartford HealthCare colleagues 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 Connecticut’s most comprehensive healthcare network. St. Vincent’s Medical Center in Bridgeport has more than 3,200 employees. It includes a...

About This OpportunityWe are seeking a highly skilled Financial Client Support Specialist to join our team at Hightower in Westport, CT. As a key member of our operations team, you will play a vital role in delivering exceptional client service and support to our high-net-worth clients.The ideal candidate will have 2-3 years of applicable financial client...

About UsHightower is a boutique multi-family office wealth advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations.Our TeamAs a member of our team, you will be part of a dynamic and collaborative environment that values teamwork, innovation, and continuous learning.Your...

Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Blowout Specialist/Associate at Whip Salon in Westport, CT. As a key member of our team, you will have the opportunity to learn and grow your skills in a fast-paced, dynamic environment.Key ResponsibilitiesThe successful candidate will be responsible for providing...

Company OverviewPARRINO|SHATTUCK, PC is a preeminent matrimonial law firm with a strong reputation for excellence in family law representation. Based in Westport, Connecticut, we serve clients across the state and are committed to delivering exceptional results. Our team of experienced attorneys and staff are dedicated to providing top-notch service and...

Job Details Job Location Westport - Westport, CT Position Type Part Time Education Level High School   Salary Range $17.26 - $18.13 Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family is...

Our busy six Doctor Veterinary Practice is seeking a highly motivated Client Service Representative to join our team! This job is for those who love a fast-paced work environment and genuinely love customer service. Our CSR team is responsible for maintaining a positive, professional demeanor while multitasking patient check-ins, checkouts, invoicing,...

Unlock Your Potential in the Prestigious World of Sports & Entertainment Real EstateWe are seeking a highly motivated and skilled Luxury Real Estate Consultant to join our team at Keller Williams Westport. As a key member of our sports and entertainment division, you will have the opportunity to work with high-profile clients, including elite athletes and...