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CLIENT SERVICE ASSOCIATE - FINANCIAL SERVICES Location: Glastonbury, CT ( Full time, In-office) Compensation: $65,000 - $70,000 Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day: hard work, humility and optimism.
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The Financial Services Group provides services to private equity, hedge fund, broker dealer, fund to funds, and real estate fund clients. Financial Services industry experience preferred, but not required.
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Our client, a renowned financial services and insurance company based in Hartford, CT, is seeking an Assistant Director of Category Management. per hour DOE The Assistant Director, Category Management is an individual contributor role with responsibility to develop, monitor, and manage Category strategy for Corporate Real Estate and Business Services across the enterprise for the entire lifecycle of spend.
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Focus includes one or more of the following disciplines:Management consulting, business process/project consulting, financial strategic analysis, mergers and acquisitions, strategic business planning, and, or risk management consulting)Position Summary/MissionInvolved in initiative planning, ongoing client relationship management and satisfaction for assigned initiatives that impact the delivery of products and services to the internal and external environment (See Family Summary.
$139,200Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Liaising with Treasury, IRS and Capitol Hill, with a focus on monitoring developmentsLeading internal knowledge sharing, including the development and delivery of trainingDeveloping client service offerings and toolsEnsuring a focus on tax quality and client service excellenceAt RSM, we offer a competitive benefits and compensation package for all our people.
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The Young Adult Service Client Financial Coordinator is responsible for processing and monitoring fund requests, generating daily, weekly and monthly annual requests/reports for funds either Social Security or DMHAS Client Support Fund dollars, and providing superior customer service under the Department of Mental Health and Addictive Services (DMHAS.
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At the forefront of specialized financial services, Globe Life: Zuzick Organization helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Barnum P&C provides personalized financial protection using a diverse range of insurance products, always with superior customer service. Ability to use discretion and maintain client confidentiality.
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We work with 30 plus financial institutions to find the best policies for the right client. As an insurance producer, you will be responsible for selling insurance policies and other financial services to meet the needs of your clients.
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. Regulatory Compliance: In-depth knowledge of relevant laws, regulations, and corporate governance standards within the financial services industry.
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Has proven success in consultative sales in financial services or in business-to-business sales. Thorough knowledge of small business financial products and services. Client Experience Branding.
$93,200 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
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You can expect to work with high level client personnel to address compliance, financial, and operational risks as well as perform regulatory compliance work, internal control testing, develop internal audit plans, and provide internal audit services on an outsourcing basis.
$148,900 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Effectively manage a high volume book of Commercial Lines Property & Casualty Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies.
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TELUS Health is a leading provider of health technology services, TELUS Health offers a comprehensive range of solutions to support mental, physical, and financial wellbeing. The Relationship Specialist role provides administrative support to the Client Facing Team. This team specifically works on a client's book of business of several hundred Defined Benefit Pension Plans with varying service levels.
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financial services client jobs in Hartford, Norwood, Massachusetts
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