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young adult services client financial coordin Jobs in Middletown, Connecticut
Young Adult Services Housing Coordinator
Middletown, Connecticut
Advanced Behavioral Health, Inc.
POSITION SUMMARY: The Housing Coordinator is responsible for providing housing coordination services for Young Adult Services clients so they can move from a structured residential program to living independently within the community. This position works with various...
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Client Financial Coordinator Floater
Middletown, Connecticut
Advanced Behavioral Health
POSITION SUMMARY: This position will be supporting both the Young Adult Services (YAS) money management/Adult Client Funds Management team that services clients at various state operated local mental health authority (LMHA) locations throughout the state. Each program has...
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Client Services Associate
Stamford, Connecticut
Atlantic Group
Job Overview - Client Services Associate (Hybrid): Compensation: $90,000 - $110,000/year base ($130,000 - $140,000 All-In) Location: Stamford, CT Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate for our client in Stamford, CT (Hybrid)...
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Manager of Client Services
Westport, Connecticut
Brewer Morris
Position : Manager of Client Services Location : Westport, Connecticut About the Company : A niche service provider specializing in life insurance and reinsurance solutions, assisting insurers in managing their liabilities through direct policyholder transactions. Key...
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Financial Services Professional
Farmington, Connecticut
Bankers Life
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a...
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Financial Services Representative
Shelton, Connecticut
Barnum Financial Group
Financial Services Representative About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and...
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Financial Services Professional
Milford, Connecticut
CNO Financial Group
As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions...
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Financial Services Professional
Farmington, Connecticut
CNO Financial Group
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a...
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Client Associate
Milford, Connecticut
Coastal Bridge Advisors
Coastal Bridge Advisors is a private wealth management firm focused on helping clients enjoy the rewards of their hard work, both now and in the future. The firm offers a simple, comprehensive, and customized process tailored to each client's unique needs. Coastal Bridge...
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Financial Services Professional
Old Lyme, Connecticut
CNO Financial Group
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a...
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Financial Services
Hartford, Connecticut
EY
Location: Anywhere in Country. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Guidewire -...
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Financial Advisor
Cromwell, Connecticut
Covenant Trust
Financial Advisor - Covenant Living of Cromwell, Connecticut Covenant Living of Keene, New Hampshire East Coast Conference of ECC Looking to make an impact at a unique, mission-centered financial services organization? Join Covenant Trust as a Financial Advisor. At Covenant...
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Financial Advisor
Old Lyme, Connecticut
Bankers Life
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor,...
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Financial Advisor
Wethersfield, Connecticut
Johnson Brunetti
Financial Advisor Never have to prospect again. Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Do you want to have the opportunity to meet one-on-one with prospects that are generated from our marketing...
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Client Services Associate
Hartford, Connecticut
Holt Consulting Services LLC
We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to...
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Financial Advisor
Connecticut
rekroot
401(k) Financial Advisor (CFP ) Full-Time Financial Services Are you a CFP -credentialed advisor with deep experience in the 401(k) space? We're looking for a skilled communicator and strategic thinker who's passionate about helping both plan sponsors and participants...
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Financial Advisor
Shelton, Connecticut
Procyon
Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces...
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Financial Advisor
Melville, New York
Procyon
Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces...
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Client Services Associate
East Hartford, Connecticut
Robert Half
Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: com. HYBRID ROLE - 3 days in-office, 2 from home Robert Half has partnered with a wealth managent firm south of Hartford in the...
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Financial Services Professional
Windsor, Connecticut
New York Life Insurance Company
Financial Services Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of...
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Audit Manager / Sr
Stamford, Connecticut
Cpa firm
Description A NYC CPA firm is looking for a Audit Manager / Sr. Manager - Hedge Funds for its Financial Services / Hedge Fund practice. Responsibilities Responsible for managing multiple auditing and accounting projects and client engagements. Responsible fo ...
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Client Service Analyst
Stamford, Connecticut
NewEdge Wealth
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering...
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Client Relationship Manager
Southington, Connecticut
AmTrust Financial
Client Relationship Manager Job Locations US-CT-Southington Requisition ID JR Category Sales Position Type Regular Full-Time Overview We are seeking a skilled Client Relationship Manager to lead and optimize the operations workflow within our Client Experience organization....
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Technical Client Service Analyst
Stamford, Connecticut
VALITANA
About Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive...
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Client Service Associate
Hauppauge, New York
Stifel
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...
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