Expired job

Just missed a job?

Sign up and never miss an opportunity again!

Staff/Senior Client Services job

Elite Placement Group jobs

Company

Salary

Job Description

Client Services Associate Financial services client in the Norwalk area has an immediate need for a Client Services Associate. This company offers a fantastic work life balance! Seeking candidates with prior client services experience. Duties Include: Assist & research client issues/questions Maintain client records, new client accounts/households ACH requests, cash movement/cashiering Client documentation & reports, communication Office management & other special tasks assigned Must Haves: Bachelor's degree - Finance 2+ years client services experience within financial services Schwab/Fidelity platforms, licensed Series 63/65, 66 preferred Strong organization, communication, multitasking/prioritizing skills Client oriented mindset Computer skills, MS Word & Excel Senior Client Services Associate Financial services client in the Norwalk area has an immediate need for a Senior Client Services Associate. Seeking licensed Series 65 candidates with client services backgrounds. This company offers a great work life balance! Duties Include: Assist & research client issues/questions Maintain client records, new client accounts/households ACH requests, cash movement/cashiering Client documentation & reports, communication Office management & other special tasks assigned Must Haves: Bachelor's degree - Finance 5+ years client services experience within financial services Series 65 license required, Schwab/Fidelity platforms preferred Strong organization, communication, multitasking/prioritizing skills Client oriented mindset Computer skills, MS Word & Excel Please submit resumes to jobs@epgstaffing.com.
Estimated annual salary
$47,000
average
Minimum
$24,992
Maximum
$94,700

Elite Placement Group

Type

Private Practice / Firm

Size

1 to 50 employees

Revenue

Less than $1M

Location

Stamford, CT

Industry

Business Services

CEO

Jacob Makmale, CPA, CPC

Job Filters

AR AccountantElite Placement Group, LLCWestchester, New York
AR Accountant We are currently hiring for a strong accounts receivable person on an open ended consulting role. The AR coordinator will help analyze the data going through our billing systems that are impacting our AR as well as review in detail the...Read more
Recruiting CoordinatorElite Placement GroupBeverly Hills, CA
Top entertainment company is looking for a Recruiting Coordinator to join their Human Resources team. The team is looking for someone that has a desire to learn and grow professionally within human resources/recruiting. Candidates must have recent...Read more
Staff AccountantElite Placement GroupLos Angeles, CA
Boutique investment firm in West Los Angeles is seeking a Staff Accountant to join their team. This is a very strategic role where responsibilities will grow over time. This team is very collaborative and the Staff Accountant will play a pivotal role in...Read more
Commercial Property ManagerElite Placement GroupLos Angeles, CA
Top Commercial Property Management Company is looking for a Temporary Assistant Property Manager for a 3 month role. JOB SUMMARY: The Assistant Property Manager is the first point of contact for one or more commercial properties, responsible for managing...Read more
Administrative CoordinatorElite Placement GroupLos Angeles, CA
***This is a Temp to Hire role*** Creative Company that works to educate other about social justice and equality is seeking an experienced Executive Assistant with a proven track record to support the executives with both personal and business-related...Read more

Closed Job Filters

HR GeneralistElite Placement GroupWestchester County, NY
HR Generalist Real estate client in the Westchester, NY area has an immediate need for an HR Generalist that must be filled ASAP Seeking hands on, polished candidates with ADP Workforce NowRead more
Director of AccountingElite Placement GroupFairfield County, CT
Director of Accounting Large consumer goods company in Stamford is searching for a Director of Accounting. This is a very unique role because you will be overseeing all the technical accounting, M&ARead more
Now hiring in Stamford, CT Director Of Accounting - Elite Placement Group, LLC Director of Accounting Large consumer goods company in Stamford is searching for a Director of Accounting. This is a veryRead more
Senior Financial AnalystElite Placement GroupStamford, CT
Senior Financial Analyst Reporting to the Vice President of Finance, the Sr. Financial Analyst will be leading selling, general and administrative (SG&A) spend across North America. The Sr. FinancialRead more
Tax OpeningsElite Placement GroupNorwalk, CT
Tax Openings! Multiple tax openings for various levels and industries! International Tax Accountant/Manager, Senior Tax Analyst, Tax Manager, Tax Temp. International Tax Accountant There is anRead more
Similar jobs in the area
Deliver DriveryIPVideo CorporationBay Shore, NY
The essential functions of the Delivery Driver include picking up and delivering parts and equipment to the field technicians under the supervision of the Project Managers, moving and organizing equipment within the warehouse and loading / unloading of...Read more
goPuff, the largest and fastest convenience delivery app out there, is looking for delivery partners to deliver through goDrive, an app that connects Delivery Driver Partners with customers who have better things to do than go out of their way to stop at...Read more
Overview Developmental Disabilities Institute, DDI, is one of the largest providers of care to children and adults with Autism, developmental disabilities and other special needs. DDI has been a part of Long Island for over 50 years serving over 1,50...Read more
Description The Woodfield Transportation Specialist is responsible for providing secure transport of juveniles to and from court, facility transfers and other appointments. Position Specific Duties/Responsibilities: 1. Adheres to all Agency and...Read more
flexjobs
Delivery Driver PartnerGoPuffEast Berlin, CT
goPuff, the largest and fastest convenience delivery app out there, is looking for delivery partners to deliver through goDrive, an app that connects Delivery Driver Partners with customers who have better things to do than go out of their way to stop at...Read more
TransporterFacility:Good Samaritan Hosp Med CtrLocation:West Islip, NYDepartment:Transportation/MailCategory:Service and TradeSchedule:Full Time, with Weekend and Holiday rotationShift:Day and Evening shifts-Hours:11am-7pmReqNum:6025556TransporterGood...Read more
flexjobs
Position Details Position title: Online English Teacher Rate: $16-20 USD/hr (2 lessons) Location: Remote, online (U.S. and Canada) Start date: Immediately Contract type: Independent Contractor Contract term: 6 months Your Work Teach English to young...Read more
## Minimum QualificationsCandidates must possess a New York State Professional Engineer License and current registration. To be considered for permanent appointment, candidates must be reachable on the current Civil Service eligible list or be eligible for...Read more
TransportOracleTarrytown, NY
Sells a subset of product or services directly or via partners to a large number of named accounts/non-named accounts/geographical territory (mainly Tier 3 accounts).Primary job duty is to sell business applications software/solutions and related services...Read more
Are you interested in making a positive difference in the lives of children and adults with developmental disabilities? Are you interested in working somewhere where you KNOW you are making a difference every day? If you answered YES, then consider joining...Read more
**Req Number** 002VMJ Job Description Transports patients and materials to and from departments in accordance with the policies and procedures. + Transports patients to and from various departments in wheelchairs or on stretchers, as directed. + Assists...Read more
TransportN/AYonkers, NY
Now Hiring Transportation Manager At First Student, our Transportation Managers are a constant reflection of our company's commitment to safety and customer service. The Transportation Manager is responsible for providing operational oversight, day-to-day...Read more

Similar jobs

Position Summary The Patient/ Materials Transporter receives errands, transports or rounds assignments from the Dispatcher or his designee. The transporter arrives at the department and identifies themselves to the staff and patient, informs the patient...Read more
Location: Middletown, NY Access: Supports for Living Inc.is in the business of doing good. We have a mission: To help people live the healthiest and fullest lives possible. Here, you'll be a valued part of an innovative team that touches the lives of more...Read more
TransportBrink'sYONKERS, NY
The Brink's name is a promise to respect the trust we've earned in over 150 years in business. Every employee honors that promise by offering the highest levels of service and support to our customers. We take pride in our work, and we share a passion...Read more
*Posted Date:* Jan 7, 2020*TEXT TO APPLY:* You can now complete your entire job application for this job via SMS text messaging!Simply text *JOB* to *75000 *& search for the *requisition ID number 364724.*Click here to learn more.* We have several openings...Read more
> # Intelligent Transportation System Specialist (ID# 40717) _Hawthorne, NY_ > > # Category: _TECHNICAL NON-ENGINEERING_ > > # Job Type: _Full Time_ > > # Minimum Experience: _7-9_ > > # Required Education: _Bachelor's Degree_ > > # Job Description > Be...Read more
TransportHAKSOssining, NY
HAKS is seeking a Specimen Transporter for the Ossining office. Responsibilities include but are not limited to: + Pick up concrete specimens within the five New York City boroughs and North and West of New York City. + Good ability to follow oral and...Read more
Domestic Transportation Analyst + Shelton, CT 06484, USA + Full-time **Company Description** BIC® products are recognized all over the world for their quality, safety, affordability and ease of use. The ballpoint pen, the pocket lighter, and the shaver are...Read more
#Yonkers PMP Tutor Jobs Varsity Tutors has students in #Yonkers looking for PMP exam tutoring. Varsity Tutors is a live learning platform that connects tutors with students to provide personalized learning. In addition to having knowledge of the PMP Exam...Read more
Road DriverFedExMilford, CT
Job ID: 438729BRAddress Line 1: 250 Research DriveCity: MilfordState: ConnecticutZip Code: 06460Position Status: Full-TimeGrade: DRFWork Hours: 2100-0900Job DescriptionPOSITION OVERVIEW:Pick up and deliver trailers between Service Centers and/or turn-point...Read more
Job ID: 438729BR Address Line 1: 250 Research Drive City: Milford State: Connecticut Zip Code: 06460 Position Status: Full-Time Grade: DRF Work Hours: 2100-0900 Job Description POSITION OVERVIEW: Pick up and deliver trailers between Service Centers and/or...Read more