Our international company has over 65 years of service and works privately with over 30,000 unions ... Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing ...
Our international company has over 65 years of service and works privately with over 30,000 unions ... Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing ...
ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT
Lebanon, CT · On-site
$44K - $46K/yr
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
Quick apply
ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT
Lebanon, CT · On-site
$44K - $46K/yr
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT
Lebanon, CT · On-site
$44K - $46K/yr
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT
Lebanon, CT · On-site
$44K - $46K/yr
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT
Lebanon, CT · On-site
$44K - $46K/yr
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT
Lebanon, CT · On-site
$44K - $46K/yr
... and private schools, Chartwells K12 is built on decades of food, education and operational ... Maintains excellent relationships with the client. * Manages, trains, and develops associates.
Registration Specialist
Wallingford, CT · On-site
$16.50 - $21.75/hr
... Associate demonstrates a service orientation that consistently aims at exceeding client ... largest privately-owned orthopaedic practice in New England. Due to our quality of care and ...
Registration Specialist
Wallingford, CT · On-site
$16.50 - $21.75/hr
... Associate demonstrates a service orientation that consistently aims at exceeding client ... largest privately-owned orthopaedic practice in New England. Due to our quality of care and ...
Registration Specialist
Wallingford, CT · On-site
$16.50 - $21.75/hr
... Associate demonstrates a service orientation that consistently aims at exceeding client ... largest privately-owned orthopaedic practice in New England. Due to our quality of care and ...
Registration Specialist
Wallingford, CT · On-site
$16.50 - $21.75/hr
... Associate demonstrates a service orientation that consistently aims at exceeding client ... largest privately-owned orthopaedic practice in New England. Due to our quality of care and ...
Travel Physical Therapy Assistant
New London, CT · On-site
$27.75 - $36.75/hr
Must hold an Associate's degree from an accredited Physical Therapy Assistant program and/or have ... Private housing or housing allowance * Group Health insurance for you and your family * Company ...
Travel Physical Therapy Assistant
New London, CT · On-site
$27.75 - $36.75/hr
Must hold an Associate's degree from an accredited Physical Therapy Assistant program and/or have ... Private housing or housing allowance * Group Health insurance for you and your family * Company ...
Be Seen First
... private clients. Our portfolio includes: * K-12 public schools * Higher education facilities ... Why Join Silver/Petrucelli + Associates? At SP+A, you'll become part of a collaborative team that ...
Quick apply
Be Seen First
... private clients. Our portfolio includes: * K-12 public schools * Higher education facilities ... Why Join Silver/Petrucelli + Associates? At SP+A, you'll become part of a collaborative team that ...
Be Seen First
... private clients. Our portfolio includes: * K-12 public schools * Higher education facilities ... Why Join Silver/Petrucelli + Associates? At SP+A, you'll become part of a collaborative team that ...
Quick apply
Be Seen First
... private clients. Our portfolio includes: * K-12 public schools * Higher education facilities ... Why Join Silver/Petrucelli + Associates? At SP+A, you'll become part of a collaborative team that ...
OBGYN - General
Middletown, CT · On-site
Details Client Name Unified Women's Healthcare - Middletown Job Type Permanent Offering Physician ... Middlesex OB&GYN Associates, of Physicians for Women's Health, is seeking a full-time Physician to ...
OBGYN - General
Middletown, CT · On-site
Details Client Name Unified Women's Healthcare - Middletown Job Type Permanent Offering Physician ... Middlesex OB&GYN Associates, of Physicians for Women's Health, is seeking a full-time Physician to ...
Bridge Inspector
Hamden, CT · On-site
... private owners, architects, engineers and contractors. M&J Engineering is a leader in construction ... Associate degree in Engineering Technology with demonstrated bridge inspection experience ...
Bridge Inspector
Hamden, CT · On-site
... private owners, architects, engineers and contractors. M&J Engineering is a leader in construction ... Associate degree in Engineering Technology with demonstrated bridge inspection experience ...
... private owners, architects, engineers and contractors. M&J Engineering is a leader in construction ... Associate degree in Engineering Technology with demonstrated bridge inspection experience ...
... private owners, architects, engineers and contractors. M&J Engineering is a leader in construction ... Associate degree in Engineering Technology with demonstrated bridge inspection experience ...
Bridge Inspector
Hamden, CT · On-site
... private owners, architects, engineers and contractors. M&J Engineering is a leader in construction ... Associate degree in Engineering Technology with demonstrated bridge inspection experience ...
Bridge Inspector
Hamden, CT · On-site
... private owners, architects, engineers and contractors. M&J Engineering is a leader in construction ... Associate degree in Engineering Technology with demonstrated bridge inspection experience ...
Events Coodinator-3
Waterford, CT · On-site
$16.94 - $19.70/hr
Ensure client satisfaction for scheduled events. * Uphold the company's cleanliness and safety ... Engage customers on benefits of Rewards program and Private Label Credit Cards and complete ...
Events Coodinator-3
Waterford, CT · On-site
$16.94 - $19.70/hr
Ensure client satisfaction for scheduled events. * Uphold the company's cleanliness and safety ... Engage customers on benefits of Rewards program and Private Label Credit Cards and complete ...
Events Coodinator-3
Waterford, CT · On-site
$16.94 - $19.70/hr
Ensure client satisfaction for scheduled events. * Uphold the company's cleanliness and safety ... Engage customers on benefits of Rewards program and Private Label Credit Cards and complete ...
Events Coodinator-3
Waterford, CT · On-site
$16.94 - $19.70/hr
Ensure client satisfaction for scheduled events. * Uphold the company's cleanliness and safety ... Engage customers on benefits of Rewards program and Private Label Credit Cards and complete ...
Bioanalyst
Groton, CT · On-site
$24 - $31.75/hr
Our client is looking for Bioanalyst Position - with the good biological assay to produce ADME,LC ... PRIVATELY HELD COMPANIES" (8th Year in a Row)
Bioanalyst
Groton, CT · On-site
$24 - $31.75/hr
Our client is looking for Bioanalyst Position - with the good biological assay to produce ADME,LC ... PRIVATELY HELD COMPANIES" (8th Year in a Row)
GILEAD - Program Director
Middletown, CT · On-site
Act as a liaison to municipal, state, private, and community partners. * Collaborate with Gilead ... Must hold (or be eligible for) CT associate-level clinical licensure and be working toward full ...
GILEAD - Program Director
Middletown, CT · On-site
Act as a liaison to municipal, state, private, and community partners. * Collaborate with Gilead ... Must hold (or be eligible for) CT associate-level clinical licensure and be working toward full ...
Private Client Associate information
How does a private client associate collaborate with financial advisors and other team members to serve clients?
Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.
What is a private client associate?
A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.
What skills and qualifications are needed to thrive as a private client associate?
To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.
What cities near Clinton, CT are hiring for Private Client Associate jobs? Cities near Clinton, CT with the most Private Client Associate job openings:
Full-time
Re-posted 21 days ago
Job description
Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time position with upwards mobility and the ability to work from home! We service union and association members by matching clients to the products and services they receive as part of their benefits packages. Our international company has over 65 years of service and works privately with over 30,000 unions, credit unions and associations in the United States alone. Our company culture is structured off of teamwork, ownership, and involvement to support a healthy and positive workforce. We are looking for the best candidates with a great attitude, who are passionate about their careers and income.
Daily responsibilities include:
- Inbound and outbound calling to schedule new appointments
- Client policy reviews and new enrollments
- Servicing requested benefits for clients
- Organizing and managing daily workflow and processes
Required Skills:
- Excellent communication and customer service skills
- Strong organization and attention to details
- Customer oriented/people person
- Ability to work independently with the support of management
Benefits Include:
- Full training provided
- 100% Virtual Work from Home
- Career growth and advancement opportunities
- Weekly pay, compounding bonuses, and residual income
- Union benefits with the OPEIU, Local 277
- First year agent average 65k
- First year manager average 90-120k
About Zuzick & Associates
Sourced by ZipRecruiter
Industry
Insurance services
Company size
11 - 50 Employees
Headquarters location
Riverside, RI, US
Year founded
2019