Tech support analyst
Specialist job in Bloomfield, CT
Contributes to the IT Support job family in a support capacity. Provides guidance, assistance, coordination and follow up on client questions, problems or malfunctions of all systems applications, hardware and software installed or maintained by IT. Responds to telephone inquiries concerning support, processing or request procedures, systems status and network connectivity, and a variety of hardware and software problems of all installed application hardware and software products supported by IT. Records inquiries, repair and service requests, resolves or directs requests to appropriate technical area or vendor, tracks status and follows up to ensure client satisfaction. Escalates to or consults with senior staff when solution is unclear. Reports problems with procedures and makes suggestions for improvements. Completes output (documents, analyses, product) in specific work area to appropriate time and quality targets. Works under own initiative, prioritizes own work, and meets agreed timescales. Work is subject to frequent review by more experienced professionals in IT Customer Support.
Strong knowledge of the following is preferred:
Microsoft operating systems and Microsoft Office.
Networking switches and data networks.
IP telecommunications systems.
Capability to analyze problems and use sound judgement for determining solutions.
Ability to clearly communicate with customers and other IT staff.
At least 1 Year PC/LAN technical or equivalent experience preferred.
Aptitude for providing strong customer service through interactions and communications, verbally and written.
A likely candidate will be self-motivated, a team player, empathetic, innovative, and work with integrity.
Willingness for continuing enhancement of technical skills through education/seminars and interaction with other IT discipline
1 to 3 years of experience required.
Associate degree and/or equivalent work experience in the technology, hospitality, retail or customer focused field highly regarded.
A+ certification or equivalent combination of education, training, and experience.
Help Desk Technician
Specialist job in Fairfield, CT
We are looking for a Help Desk Technician for a Managed Service Provider in Fairfield County, CT.
This is a full-time/Permanent role with benefits.
Must be local/near CT with MSP experience.
Responsibilities:
Day-to-day support of Windows, Hardware, Applications, general networking, and security devices
Service and diagnosis of hardware and software
Remote/onsite support
Handle phone calls
Respond quickly to problems and demonstrate skillful problem solving
Work with our team members to assure that the highest level of customer satisfaction and communication is always maintained
Rotating after hours on call schedule
For full job specs, please submit your updated resume and we will reach out to discuss the role in more detail.
Technical Support Analyst- ONSITE Bloomfield, CT
Specialist job in Bloomfield, CT
Conexess Group is aiding a large healthcare client in their search for a Technical Support Analyst. This is a long-term opportunity with a competitive compensation package.
in Bloomfield, CT***
***We unable to work C2C on this role******
Responsibilities:
Contributes to the IT Support job family in a support capacity.
Provides guidance, assistance, coordination and follow up on client questions, problems or malfunctions of all systems applications, hardware and software installed or maintained by IT.
Responds to telephone inquiries concerning support, processing or request procedures, systems status and network connectivity, and a variety of hardware and software problems of all installed application hardware and software products supported by IT.
Records inquiries, repair and service requests, resolves or directs requests to appropriate technical area or vendor, tracks status and follows up to ensure client satisfaction.
Escalates to or consults with senior staff when solution is unclear. Reports problems with procedures and makes suggestions for improvements.
Completes output (documents, analyses, product) in specific work area to appropriate time and quality targets.
Works under own initiative, prioritizes own work, and meets agreed timescales.
Work is subject to frequent review by more experienced professionals in IT Customer Support.
Requirements:
Associate degree and/or equivalent work experience in the technology, hospitality, retail or customer focused field highly regarded.
At least 1 Year PC/LAN technical or equivalent experience
Microsoft operating systems and Microsoft Office
Outlook experience
Networking switches and data networks.
IP telecommunications systems.
Capability to analyze problems and use sound judgement for determining solutions.
Ability to clearly communicate with customers and other IT staff.
Aptitude for providing strong customer service through interactions and communications, verbally and written.
A likely candidate will be self-motivated, a team player, empathetic, innovative, and work with integrity.
Willingness for continuing enhancement of technical skills through education/seminars and interaction with other IT discipline
Core Systems Specialist
Specialist job in Shelton, CT
Our client is an established, profitable and growing financial services organization in the Shelton area.
We are seeking a trainable, detail-oriented Core Systems Specialist to support Symitar Quest, the core system that runs daily financial operations. This is not a programming role and not traditional IT systems administration. Prior Symitar, core banking, or ERP experience is not required.
This role is hands-on and execution-focused. You will analyze business needs and implement approved configuration changes within the core system.The role is largely self-directed. You will learn through vendor-led training, documentation, and hands-on work in a testing environment, with access to vendor support.
Position Details
• Learn and support Symitar Quest core banking functionality
• Assist staff when system behavior does not match expectations
• Analyze requests and implement approved configuration and rule changes
• Maintain system parameters following documented approval processes
• Review daily and periodic processing results
• Support reporting, audits, and compliance needs
• Document changes clearly and thoroughly
Requirements
• Banking, credit union, or financial operations experience
• Business systems, data, accounting, or IT support backgrounds
• Strong attention to detail and comfort learning independently
• Recent graduates in Business, Finance, MIS, IT, or related fields
Desktop Support Engineer - Techbar
Specialist job in Hartford, CT
STAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and more including internationally in Mexico and India. We are seeking a highly skilled Level II IT Support Technician to provide on-site technical support across a busy Work/Entertainment Campus and Studio environment. The ideal candidate will have hands-on experience troubleshooting Windows and basic MacOS systems, delivering exceptional customer service, and supporting users across a large, fast-paced environment.
This role will require frequent outdoor walking between buildings and studios while providing prompt, professional IT support to end users.
Key Responsibilities
Troubleshoot and resolve technical issues within Windows 10 and MacOS environments.
Provide hands-on support for desktop and laptop systems, including hardware and software troubleshooting.
Configure and troubleshoot smartphones and mobile devices.
Set up new users with fully functional desktop equipment, ensuring proper access to applications, software suites, and domain resources.
Interface directly with studio and campus users to deliver high-quality, customer-focused support.
Track, manage, and close service tickets using ServiceNow.
Report issues, challenges, or roadblocks promptly to the Manager.
Work independently and professionally in a dynamic, fast-paced environment.
Qualifications
Experience troubleshooting both Windows 10 and MacOS environments (required).
Strong hands-on ability to diagnose and resolve desktop and laptop issues.
Experience with smartphone configuration and troubleshooting.
Professional, mature, and reliable work style; able to work independently/unsupervised.
Friendly, customer-service-oriented attitude with strong communication skills.
Comfortable with frequent outdoor walking across a large campus or studio lot.
Experience with ServiceNow or similar ticketing systems (preferred).
Benefits
Medical coverage and Health Savings Account (HSA) through Anthem
Dental/Vision/Various Ancillary coverages through Unum
401(k) retirement savings plan
Paid-time-off options
Company-paid Employee Assistance Program (EAP)
Discount programs through ADP WorkforceNow
Additional Details
The base range for this contract position is $22 - $32 / per hour, depending on experience. Our pay ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hires of this position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Qualified applicants with arrest or conviction records will be considered
About Us
STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and globally with offices in Los Angeles, Atlanta, New York, Mexico, Japan, India, and more. STAND 8 focuses on the "bleeding edge" of technology and leverages automation, process, marketing, and over fifteen years of success and growth to provide a world-class experience for our customers, partners, and employees.
Our mission is to impact the world positively by creating success through PEOPLE, PROCESS, and TECHNOLOGY.
Check out more at ************** and reach out today to explore opportunities to grow together!
By applying to this position, your data will be processed in accordance with the STAND 8 Privacy Policy.
Technical Support Analyst
Specialist job in Bloomfield, CT
Contributes to the IT Support job family in a support capacity. Provides guidance, assistance, coordination and follow up on client questions, problems or malfunctions of all systems applications, hardware and software installed or maintained by IT. Responds to telephone inquiries concerning support, processing or request procedures, systems status and network connectivity, and a variety of hardware and software problems of all installed application hardware and software products supported by IT. Records inquiries, repair and service requests, resolves or directs requests to appropriate technical area or vendor, tracks status and follows up to ensure client satisfaction. Escalates to or consults with senior staff when solution is unclear. Reports problems with procedures and makes suggestions for improvements. Completes output (documents, analyses, product) in specific work area to appropriate time and quality targets. Works under own initiative, prioritizes own work, and meets agreed timescales. Work is subject to frequent review by more experienced professionals in IT Customer Support.
.Strong knowledge of the following is preferred
Microsoft operating systems and Microsoft Office.
Networking switches and data networks.
IP telecommunications systems.
Capability to analyze problems and use sound judgement for determining solutions.
Ability to clearly communicate with customers and other IT staff.
At least 1 Year PC/LAN technical or equivalent experience preferred.
Aptitude for providing strong customer service through interactions and communications, verbally and written.
A likely candidate will be self-motivated, a team player, empathetic, innovative, and work with integrity.
Willingness for continuing enhancement of technical skills through education/seminars and interaction with other IT discipline
1 to 3 years of experience required.
Associate degree and/or equivalent work experience in the technology, hospitality, retail or customer focused field highly regarded.
A+ certification or equivalent combination of education, training, and experience.
Senior Desktop Support Engineer
Specialist job in Stamford, CT
Our enterprise-level client is seeking to add a Senior Desktop Support Engineer to the team in Stamford, CT. Please see below for full details-
Job Notes:
-- 6+ month contract / extensions and perm conversion are possible but not guaranteed.
-- Onsite in Stamford, CT 06902
-- Schedule = Monday - Friday / 8a-5p ET
-- Drug & Background required.
Pay Rate = $38-40 w2 per hour plus benefits
Key Responsibilities:
Provide Tier 2/3 deskside support for VIPs and end users including IMAC (Install, Move, Add, Change) activities
Reimage and deploy PCs as part of refresh or break/fix processes
Perform hardware troubleshooting and replacement for desktops, laptops, and peripherals
Support users with Office 365 applications and Windows OS issues
Document incidents, service requests, and actions taken using ServiceNow or similar ITSM tools
Collaborate remotely with team members across other locations to resolve complex issues
Perform basic hands-and-feet network support: check switch power status, create console sessions as directed
Ensure timely and professional communication with end users and team leads
Technical Environment & Minimum Requirements:
Strong experience supporting Windows desktop environments
Proven hands-on experience with Office 365 at the deskside level
Basic knowledge of device imaging, reimaging, and PC deployment best practices
Excellent problem-solving and customer service skills
Nice to Have:
Experience using ServiceNow or similar ticketing systems
Familiarity with Windows Autopilot deployments
Hands-and-feet network support (switch checks, console sessions)
Certifications:
Certifications such as A+, MCP, or ITIL are a plus but not required
Why Work with Merge IT?
We don't just connect people with jobs, we connect top IT talent with game-changing opportunities at some of the biggest names in tech, finance, healthcare, and more. Our team is passionate about helping you land the role that propels your career forward.
Let's Stay Connected
Want insider access to hot jobs, career tips, and industry trends? Follow us @MergeITLLC on Instagram, Facebook, and Twitter, or check us out here: *********************************** You'll be the first to know when that perfect role opens up.
Be You. With Us.
Merge IT is an equal opportunity employer. We value diversity in all forms and are committed to creating a workplace where everyone can thrive. All employment is subject to verification of eligibility to work in the U.S. per federal law.
Your next opportunity starts here. Let's make it happen.
Information Technology Support Specialist
Specialist job in Danbury, CT
The Service Desk Analyst serves as a frontline technical resource, providing prompt, professional, and customer-focused support to clients across a variety of environments. This role is responsible for handling Tier 1-2 incidents and requests, troubleshooting end-user issues, escalating complex problems, and ensuring exceptional service delivery on behalf of the MSP.
Key Responsibilities:
Act as the primary point of contact for client technical issues via phone, email, and ticketing system.
Provide Tier 1-2 troubleshooting and resolution for Windows OS, mac OS, O365, desktop hardware, printers, networking, mobile devices, and common business applications.
Manage and triage incoming tickets; ensure timely updates, documentation, and closure in accordance with SLAs.
Perform user account administration (Active Directory, Azure AD, O365), password resets, access provisioning, and group policy support.
Install, configure, and support desktops, laptops, peripherals, and standard MSP toolsets (RMM, AV, backup, monitoring).
Follow escalation procedures and collaborate with senior engineers when issues require advanced expertise.
Participate in onboarding/offboarding tasks and workstation deployments.
Maintain accurate documentation, SOPs, and knowledge base articles.
Deliver excellent customer service with strong communication, professionalism, and follow-through.
Contribute to continuous improvement of processes and service quality.
Required Skills & Experience:
1-3+ years of service desk or IT support experience, ideally within an MSP environment.
Strong knowledge of Windows OS, O365 administration, basic networking (DNS, DHCP, VPN), and hardware/software troubleshooting.
Experience with RMM/PSA tools, remote support platforms, and ticketing systems.
Familiarity with Active Directory, Azure AD, Exchange Online, MFA, and basic security practices.
Ability to multitask in a fast-paced, client-focused support setting.
Excellent communication, customer service, and problem-solving skills.
Certifications such as CompTIA A+, Network+, or ITIL Foundation are a plus.
Order Entry Specialist
Specialist job in Holbrook, NY
Order Entry & Planning Specialist
________________________________________
We are seeking a detail-oriented and proactive Order Entry & Planning Specialist to join our team. This individual will be responsible for accurately processing customer orders, coordinating with internal teams, and supporting planning activities to ensure smooth operations. The ideal candidate thrives in an office environment, demonstrates strong organizational skills, and has a go-getter attitude to tackle challenges and drive results.
________________________________________
Key Responsibilities
• Accurately enter and manage customer orders in the system.
• Verify order details and ensure compliance with company policies.
• Collaborate with planning and production teams to align order fulfillment with schedules.
• Monitor inventory levels and assist in planning material requirements.
• Communicate with customers and internal stakeholders to resolve order-related issues promptly.
• Generate reports and maintain documentation for order tracking and planning activities.
• Identify process improvement opportunities and contribute to efficiency initiatives.
________________________________________
Qualifications
• Experience: Minimum 2 years in order entry or administrative roles within an office environment; planning experience preferred.
• Skills:
o Strong attention to detail and accuracy.
o Excellent organizational and time management abilities.
o Proficient in Microsoft Office Suite and ERP systems.
o Effective communication and problem-solving skills.
• Attributes: Self-motivated, proactive, and able to work independently as well as in a team setting.
Help Desk Specialist
Specialist job in Stamford, CT
Are you interested in joining a Global Investment Management Firm? Our client is looking for a dynamic individual ready to join our team as a Service Desk Engineer in Stamford Ct. We will be building out a new environment with state of the art technology.
Your key responsibilities include:
Act as a first point of contact for users striving towards first call resolution but able to escalate when needed.
Deliver advanced hands-on and remote support for critical end-user computing tasks, such as telephony (Cisco and dealer voice), mobile devices (iOS and Android), and video conferencing systems (Zoom).
Engage in collaborative efforts with second and third level technology teams, both domestically and internationally, to resolve complex or urgent issues.
Create and manage detailed logs of incidents and requests, identifying trends.
Handle user requests and incidents through multiple channels including walk-ups, chats, email, MS Teams, and ticketing systems.
Building and deploying PCs and laptops.
IT Specialist
Specialist job in Guilford, CT
Detect's mission is to make accurate diagnostics accessible. We build breakthrough technology at the intersection of software, hardware, chemistry, and biology to make diagnostics available at the point of need. Our ultimate goal is to lower healthcare costs, improve patient outcomes, and improve doctor experience by enabling earlier diagnosis and access to treatment.
Job Description
Detect is seeking an ambitious, organized, and skilled IT Specialist to help manage our growing IT infrastructure. The IT Specialist is responsible for providing direct support to users across Detect, as well as setting up, managing, and troubleshooting systems.
As part of our team, your core responsibilities will be:
Managing user directories, such as Okta
Managing Google Workspace and Office 365
Setting up and configuring Mac OS and Windows devices
Setting up and configuring printers and industrial devices
Setting up and configuring Apple and Android mobile devices
Providing general IT support to employees and contractors
Assisting with vendor management and selection
You must be skilled and competent across several platforms:
Okta Administration
Google Workspace
Microsoft Office 365
Apple MacOS Administration, including use of MDM technologies
Microsoft Windows 10/11 Administration, including use of Microsoft Intune
Qualifications
Baseline skills, experiences, and attributes:
Bachelor's Degree in Computer Science, Software Engineering, or comparable education and experience
Strong understanding of different software development life cycles (Waterfall, Agile) and contemporary software quality assurance processes and automated tools
Strong analytical skills and experience with implementation and administration of Software Quality Assurance metrics, such as defect profiles and performance to entry/exit criteria
Experience with networking technologies, such as Firewalls, Switches, and Routing configurations, preferred
Experience working in a regulated industry, such as HIPAA or GLBA, preferred
Experience with Atlassian, Jira, and Confluence preferred
Experience with Amazon Web Services preferred
You Deeply Identify with Core Detect Values:
Put people first. Our colleagues and our customers come first. We respect each other and celebrate our diversity. We take joy in each other's success, and succeed or fail as a team
Eye of the owner. We have an ownership mindset and take responsibility for all of our decisions. No problem is someone else's problem. We are frugal and use company resources as if they were our own
No genius without grit. As innovators, we fail often but fast. We are tenacious. We push through adversity and keep getting up. We are problem solvers and always find a way
Err on the side of doing. We are scrappy and biased toward action - everyone is an individual contributor. We allow intuition to guide us when we have imperfect information
Move fast by working smart. We are inventors. We focus, plan, pursue, and adjust to make big things happen in a fraction of the time others can. We disagree and commit
Always be frank. We celebrate openness and diversity of opinion. We are transparent and candid but compassionate in our feedback, and are always honest to ourselves and our customers
Additional Information
We offer great perks:
Fully covered medical insurance plan, and dental & vision coverage - as a health-tech company, we place great worth on our teams' well-being
Competitive salaried compensation - we value our employees and show it
Equity - we want every employee to be a stakeholder
Pre-tax commuter benefits - we make your commute more reasonable
401k plan - we facilitate your retirement goals
Beautiful office near the ocean-front in historic Guilford, Connecticut
The opportunity to build a revolutionary healthcare product and impact millions of lives!
For this role, we provide visa assistance for qualified candidates.
Detect does not accept agency resumes.
Detect is an E-Verify and equal opportunity employer regardless of race, color, ancestry, religion, gender, national origin, sexual orientation, age, citizenship, marital status, disability or Veteran status. All your information will be kept confidential according to EEO guidelines.
Collections Specialist
Specialist job in Hauppauge, NY
Hours: 20-30 hours per week (ideally 4 days per week)
Duration: Approximately 6-month temporary assignment (with possibility of extension)
Primary Responsibilities
Handle inbound B2B customer calls for Accounts Receivable (AR) inquiries.
Assist with various AR tasks, including:
Dispute notices
Payment notices and processing
Invoice and statement requests
Internal task creation
Provide excellent customer service during all interactions.
Qualifications
Minimum of 6 months of experience in a Credit/Collections role.
Must possess a strong phone presence.
Client Success Specialist, Dedicated
Specialist job in Stamford, CT
**Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
+ Provide high quality, fan-generating service and leads for all assigned accounts.
+ Accountable for book of business, account management, operations, and KPI achievement.
+ Ensure customer success is the goal for all assigned accounts and increase customer satisfaction.
+ Contribute to the overall success of the team, the territory/segment.
+ Drive customers to success by purposefully participating in their success through sales collaboration.
+ Collaborate with a manager, a team lead and senior client success specialists to achieve team goals and contribute to results.
+ Mentor new hires as requested.
**Responsibilities**
+ Provide recommendations on account operations to achieve results: set appropriate metrics (cost effectiveness, conversions, volume)
+ Read operational data and provide solutions to operational issues as they relate to the client's recruitment challenges.
+ Collaborate with a manager, a team lead and senior client success specialists to contribute and contribute performance to achieve team goals.
+ Communicate and collaborate proactively with sales and other departments to exceed customer expectations, set goals, and resolve recruitment issues.
+ Share case studies, contribute to team initiatives, and cover for absent teammates.
+ Proactively understand and contribute to team goals, cooperate with other departments to ensure customer success.
+ Propose and communicate measures and initiatives for account success.
+ Achieve personal account goals and KPIs.
+ Partner with sales to achieve results, plan for customer success, and address and prevent problems.
**Skills/Competencies**
+ Data Proficiency: Quickly analyze operational data and identify anomalies.
+ Unbiased Decision-Making: Formulate hypotheses based on data, maintaining an unbiased perspective.
+ Risk Prevention: Proactively assess and manage accounts in sales partnership to enhance effectiveness and results.
+ Motivational Skills: Understand client issues, identify problems, and partner internally for solutions.
+ Adaptability: Overcome obstacles and drive change while taking ownership.
+ Perseverance: Never give up, persistently think through and execute tasks.
+ Continuous Learning and Leadership: Prioritize ongoing self-improvement and show the initiative to explore new markets.
**Salary Range Transparency**
NYC Metro Area 27.94 - 36.00 USD per hour
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
**Benefits - Health, Work/Life Harmony, & Wellbeing**
We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 11 paid holidays a year, and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at *************************************** !
**Equal Opportunities and Accommodations Statement**
Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neuro-diversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds.
Indeed provides reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please visit ********************************************** If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview.
For more information about our commitment to equal opportunity/affirmative action, please visit our Careers page (********************************
**Inclusion & Belonging**
Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the wellbeing of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity.
We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.
Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome.
**Indeed's Employee Recruiting Privacy Policy**
Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs .
**Agency Disclaimer**
Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening.
**AI Notice**
Indeed is committed to ensuring fairness and transparency throughout our hiring process. We use artificial intelligence (AI) tools to assist in the screening, assessment, and selection of applicants for this position by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making. Unless otherwise notified, Indeed does not use AI constituting an AEDT or an ADMT as those tools are defined in applicable laws.
**Reference ID:** **46407**
\#INDCSOffice
Reference ID: 46407
Client Success Renewals Specialist
Specialist job in Hartford, CT
Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives.
Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients:
+ Accelerate the drug development cycle
+ Assess competition and bring the right drugs to market
+ Make data driven commercial and financial decisions
+ Match and recruit patients for clinical trials
+ Identify and address barriers to therapies
Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs.
**The Role:**
The Client Success Renewals Specialist works in collaboration with the Client Success Operations Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding, adoption, and renewals with the aim of client retention. The CSR will support the Client Success team in key client success initiatives and tactics essential for clients to realize deep value from an ongoing MMIT partnership. The CSR will leverage their product and contractual knowledge, attention to detail, and highly responsive mindset to deliver on key initiatives aimed at supporting MMIT's clients.
**Responsibilities:**
Renewals Management
- Manage Digital Segment client contract renewals occurring on a yearly or multi year basis
- Responsible to contract terms review/changes, documentation in Salesforce, partnering with client team, and client communication surrounding the renewal through signature
- Partner with and assist Client Success Managers with segment specific contract renewals throughout the renewal cycle
- Document and report to leadership renewal progress throughout the renewal cycle
Client Support and Data Management
- Lead Digital Segment clients through onboarding and adoption of licensed solutions
- Support client with the submission, monitoring, and ensuring resolution of Customer Support and Data Verification tickets
- Escalate urgent client issues using MMIT Client Escalation Pathway
- Collaborate with internal partners to address client questions required for completion of requests
- Prepare standard data extracts from MMIT applications as needed
- Collaborate with Sales Operations to maintain CS dashboards and reports
- Effective collaboration with internal and external stakeholders
Account Planning & Strategy Support
- Generate and summarize client data to support internal account health and planning discussions
- Create client facing engagement reports (utilization metrics, engagement summary, etc.)
- Prepare engagement summary metrics for client meeting and Executive Business Reviews
General Client Success Support
- Collaborate with CSM to prepare content for client deliverables and presentations aligning with the client business portfolio and goal alignment (kick-off meetings, partnership reviews, training presentations, etc.)
- Fill in for CSM on client support inquiries or projects as needed (CSM back-up for out of office, travel, conflict, etc.)
- Review client facing deliverables and configuration settings to ensure alignment with client needs
- Regularly review and maintain client user lists and access to MMIT solutions
- Coordinate maintenance of client application settings and prepare communication to update client (i.e. add or remove drugs from client market baskets)
- Partner with CSM through weekly touchpoints reviewing key account metrics and deliverables
- Provide insight to operational efficiency and process improvements aligned with enhancements to overall process and the customer experience
**Qualifications:**
- 1-3+ years experience in life sciences
- 2-4 years experience in customer support or client management
- Previous experience reviewing legal documents/contracts
- Ability to work independently and drive projects from start to finish in a fast paced environment
- Highly collaborative, team oriented, and comfortable leading cross-functional projects
- Excellent writing and communication skills for both internal and external audiences
- Passion for continual learning and highly motivated
- Strong empathy for customers AND passion for retention and growth
- Analytical and process-oriented mindset
- Highly detailed oriented
- Demonstrated desire for continuous learning and improvement
**Our Guiding Principles for success at Norstella:**
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits:**
- Medical and Prescription Drug Benefits
- Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
- Dental & Vision Benefits
- Basic Life and AD&D Benefits
- 401k Retirement Plan with Company Match
- Company Paid Short & Long-Term Disability
- Paid Parental Leave
- Paid Time Off & Company Holidays
_The expected base salary for this position ranges from $70,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
Medtronic - Associate Mapping Specialist - East, application via RippleMatch
Specialist job in Hartford, CT
This role is with Medtronic. Medtronic uses RippleMatch to find top talent.
At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all. You'll lead with purpose, breaking down barriers to innovation in a more connected, compassionate world.
A Day in the Life
Looking for Winter 2025 & Spring 2026 undergraduates, in Biomedical Engineering, to join the world's largest MedTech organization!
Bring your talents to a leader in medical technology and healthcare solutions. Rooted in our long history of mission-driven innovation, our medical technologies open doors. We support your growth with the training, mentorship, and guidance you need to own your future success. Join us for a career that changes lives.
Become an Associate Mapping Specialist at Medtronic, with a training pathway into our EP Mapping Specialist role. You'll provide technical, clinical and sales support, in collaboration with the sales team, within the region or assigned territory in support of the launch and adoption of the EP mapping and navigation system (Affera) and all products within the Cardiac Ablation Solutions (CAS) business.
Cardiac Ablation Solutions offers cardiac mapping and ablation solutions to treat patients with abnormal heart rhythms. Our vision is to help patients worldwide by advancing innovation for the diagnosis and ablation of cardiac arrhythmias, enabling clinicians to perform procedures with superior outcomes.
Eastern Territories Include (candidates are based out of one state) : ME, CT, RI, MA, NY, DE, VT, NJ, MD, PA, VA, NC, SC, KY, WV, FL, DC
Provide technical, educational, clinical and sales support to assist the Region in meeting Cardiac Ablation Solutions (CAS) sales and customer service objectives.
CAS seeks collaborative candidates who are patient-centric, passionate, and who represent the same wide variety of life experiences as our patients. We look for candidates who will meet our customer expectations by striving without reserve for the greatest possible reliability and quality in our products, processes and systems by being accountable, having a voice, and taking action.
We are seeking a committed professional to join our team, required to reside within the territory and drive to multiple accounts throughout the region. A valid driver's license is essential for this role, which also involves 25% amount of travel outside the territory, presenting opportunities for broader engagement.
Responsibilities may include the following and other duties may be assigned.
Provide clinical and technical support and training to physicians and staff on the EP mapping and navigation system and all CAS products.
Educate and train physicians, hospital personnel and office staff on technical matters relating to CAS products and related procedures.
Promote the safe and effective use of Medtronic CAS products and related procedures.
Understand and support national, regional and territory sales objectives to achieve or exceed sales goals within all CAS products.
Develop and cultivate customer relationships resulting in incremental business.
Work in partnership with Account Manager, Regional Manager and Area Directors to identify potential sales opportunities.
Collaborate and strategize with local sales team to conduct customer training for mapping and other CA Solutions products.
Collaborate and communicate with the sales and clinical teams in the region.
Serves as an effective Medtronic CAS representative to physicians and support staff regarding Medtronic CAS products, service and support.
Serve as a regional champion to share your experience and influence others to be proficient in the mapping technology.
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position, but they are not an exhaustive list of all the required responsibilities and skills of this position.
We seek out and hire a diverse workforce at every level: We need fresh ideas and inclusive insights to continue to be an innovative industry leader -that's why we make it a point to seek out, attract and develop employees who are patient-centric, passionate, and who represent the same wide variety of life experiences as our patients.
To learn more about Inclusion & Diversity at Medtronic Click Here
Required Qualifications
To be considered for this role, please ensure these minimum requirements are evident on your resume.
Bachelor's degree in Biomedical Engineering or related field by December 2025 or June 2026
Ability to work in the US without the need for current or future visa sponsorship
Preferred Qualifications
Graduation from Cardiac Prep program such as ATI and PrepMD
Proven track record with technical training assignments.
Strong interpersonal & communication skills
Experience in the cardiac catheter ablation field, EP lab, in a hospital/clinic or EP medical sales providing technical / clinical support.
Additional Job Requirements
Must have a valid driver's license and active vehicle insurance policy. In addition, your driving record will be reviewed and will be considered as part of your application
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Environmental exposure to infectious disease and radiation
Specialists are required to be within their assigned territory each day to be available as unscheduled needs arise
Specialists will on occasion be required to travel outside of their assigned territory and possibility overnight
Ability to freely move throughout the facility, use a phone, keyboard and mouse, visually able to interact with personal computers
Must be able to stand/sit/walk for 8 hours a day
Must be able to drive approximately 25-50% of the time within assigned territory and may require overnight travel.
Physical Job Requirements
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position, but they are not an exhaustive list of all the required responsibilities and skills of this position.
The physical demands described within the Responsibilities section of this job description are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. For Office Roles: While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer, and communicate with peers and co-workers. Contact your manager or local HR to understand the Work Conditions and Physical requirements that may be specific to each role.
Benefits & Compensation
Medtronic offers a competitive Salary and flexible Benefits Package
A commitment to our employees lives at the core of our values. We recognize their contributions. They share in the success they help to create. We offer a wide range of benefits, resources, and competitive compensation plans designed to support you at every career and life stage.
Salary ranges for U.S (excl. PR) locations (USD):75000
The following benefits and additional compensation are available to those regular employees who work 20+ hours per week: Health, Dental and vision insurance, Health Savings Account, Healthcare Flexible Spending Account, Life insurance, Long-term disability leave, Dependent daycare spending account, Tuition assistance/reimbursement, and Simple Steps (global well-being program).
The following benefits and additional compensation are available to all regular employees: Incentive plans, 401(k) plan plus employer contribution and match, Short-term disability, Paid time off, Paid holidays, Employee Stock Purchase Plan, Employee Assistance Program, Non-qualified Retirement Plan Supplement (subject to IRS earning minimums), and Capital Accumulation Plan (available to Vice Presidents and above, or subject to IRS earning minimums).
Regular employees are those who are not temporary, such as interns. Temporary employees are eligible for paid sick time, as required under applicable state law, and the Employee Stock Purchase Plan. Please note some of the above benefits may not apply to workers in Puerto Rico.
Further details are available at the link below:
Medtronic benefits and compensation plans
About Medtronic
We lead global healthcare technology and boldly attack the most challenging health problems facing humanity by searching out and finding solutions.
Our Mission - to alleviate pain, restore health, and extend life - unites a global team of 95,000+ passionate people.
We are engineers at heart- putting ambitious ideas to work to generate real solutions for real people. From the R&D lab, to the factory floor, to the conference room, every one of us experiments, creates, builds, improves and solves. We have the talent, diverse perspectives, and guts to engineer the extraordinary.
Learn more about our business, mission, and our commitment to diversity here.
It is the policy of Medtronic to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Medtronic will provide reasonable accommodations for qualified individuals with disabilities.
If you are applying to perform work for Medtronic, Inc. (“Medtronic”) in any position which will involve performing at least two (2) hours of work on average each week within the unincorporated areas of Los Angeles County, you can find here a list of all material job duties of the specific job position which Medtronic reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. Medtronic will consider for employment qualified job applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Auto-ApplyReceptionist - Client Experience Specialist
Specialist job in Norwalk, CT
Job DescriptionReceptionist - Client Experience Specialist
Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685****************
The First Impression Matters. Make Yours Unforgettable.
Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership.
This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury.
What You'll Do
As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include:
Welcoming all guests and clients with professionalism, warmth, and attention to detail
Operating a multi-line phone system with discretion and efficiency
Managing and reconciling daily payments and receipts
Supporting dealership leadership and department heads with administrative tasks
Maintaining the appearance and functionality of the showroom and client lounge
Preparing refreshments and ensuring amenities are always guest-ready
Supporting documentation, filing, and dealership reporting processes
Keeping the environment calm, organized, and client-focused
What We're Looking For
This is a role for someone who brings grace under pressure and a polished presence to everything they do.
You should have:
Excellent communication skills-verbal, written, and interpersonal
Strong typing and administrative accuracy (60+ WPM preferred)
Professional appearance, tone, and etiquette
Confidence handling high-end clientele and managing multi-task priorities
A steady, solutions-oriented approach to problem-solving
Availability for full-time work, including Saturdays
Why Join Genesis of Ridgefield
Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth.
We offer:
Competitive hourly pay
401(k) with company match
Paid holidays and PTO
A high-integrity culture that values every role
Team celebrations, outreach events, and career development opportunities
Apply Today
Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but
leads from the front
.
**************
Receptionist - Client Experience Specialist
Specialist job in Norwalk, CT
Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685****************
The First Impression Matters. Make Yours Unforgettable.
Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership.
This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury.
What You'll Do
As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include:
Welcoming all guests and clients with professionalism, warmth, and attention to detail
Operating a multi-line phone system with discretion and efficiency
Managing and reconciling daily payments and receipts
Supporting dealership leadership and department heads with administrative tasks
Maintaining the appearance and functionality of the showroom and client lounge
Preparing refreshments and ensuring amenities are always guest-ready
Supporting documentation, filing, and dealership reporting processes
Keeping the environment calm, organized, and client-focused
What We're Looking For
This is a role for someone who brings grace under pressure and a polished presence to everything they do.
You should have:
Excellent communication skills-verbal, written, and interpersonal
Strong typing and administrative accuracy (60+ WPM preferred)
Professional appearance, tone, and etiquette
Confidence handling high-end clientele and managing multi-task priorities
A steady, solutions-oriented approach to problem-solving
Availability for full-time work, including Saturdays
Why Join Genesis of Ridgefield
Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth.
We offer:
Competitive hourly pay
401(k) with company match
Paid holidays and PTO
A high-integrity culture that values every role
Team celebrations, outreach events, and career development opportunities
Apply Today
Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but
leads from the front
.
**************
Auto-ApplyClient Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing
Specialist job in Stamford, CT
O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.
O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS . CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
For more firm information, please visit ************
Relationship Management Specialist
Vice President
The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS , OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.
Key Responsibilities Include:
Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads
Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process
Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory
Develop new advisor relationships and retain and deepen existing relationships
Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions
Take ownership of follow-up communication
Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests
Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS
Manage ongoing account service requests in a timely manner
Support growth efforts by coordinating across sales, operations, and Portfolio Management teams
Highly Desirable:
5+ years of experience in asset management or investment management
Strong experience with tax loss harvesting platforms and separate account operations
Strong knowledge of equity investment landscape, portfolio management, financial planning
Experience working with financial advisors
High degree of comfort with technology
Ability to effectively problem solve in a timely manner
Must maintain strong working relationships both internally and with external clients
Superior work ethic
Comfortable working in a fast-paced environment
Ability to manage multiple tasks effectively
Self‐starter, able to proactively identify opportunities for process improvement
Strong time management and organizational skills
Team player
Intellectual curiosity
Location:
Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office.
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 - $192,000.
For more information on our firm, please visit our website at ************. To apply, please visit here.
#MID_SENIOR_LEVEL
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Auto-ApplyPrivate Client Specialist I - Greenville, SC
Specialist job in Hartford, CT
Greenville, South Carolina, United States of America **Hours:** 40 **Pay Details:** $ 25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
**Depth and Scope:**
+ Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
+ Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
+ Handles complex financial transactions where products and services are highly competitive
+ Is competent using financial planning software
+ May act as a subject matter expert to Sales Support team
+ Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
+ Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
+ Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
+ May act as primary contact for client relationships with regards to portfolio information and basic financial planning
+ May resolve more difficult Client issues, problems, and requests
+ Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
+ Executes in a manner that is compliant with regulations, policies, and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
+ Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
+ Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
+ Represents TD Wealth to the public in a professional manner
+ Is involved in your community and supports TDBG charity and community initiatives
+ Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
+ Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
+ Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
+ Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
+ Completes all applicable specialized training
+ Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
+ Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
+ Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
+ Keeps others on the team informed about status of account administration, retention, and projects
+ Completes assigned administrative/Client service tasks within policy and operating procedures
+ Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
**Education and Experience:**
+ Bachelor degree preferred
+ Internal candidates: 3+ years of experience working with TD's client platforms required
+ Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
+ Knowledge of investments, banking and credit products preferred
+ A self-starter, ability to work with minimal supervision
+ Ability to excel at administration and be exceptionally well organized
+ Demonstrates considerable initiative in providing a high level of organization
+ Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
+ Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
+ Demonstrates ability to manage multiple responsibilities and timelines
+ Proven track record of delivering results and executing with excellence
+ Excellent written and verbal communication skills
+ Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Client Specialist Key
Specialist job in Canton, CT
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00007 Canton CT-Canton,CT 06019Position Type:Regular/Part time
Pay Range:
$17.35 - $21.70 Hourly USD
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
Auto-Apply