Client Services Associate – Financial Services

Client Services Associate – Financial Services

West Hartford, CT | $60K - $70K | Onsite | Benefits + Growth

We’ve partnered with a growing professional services firm that is looking to bring on a Client Services Associate to support their team.

This role is perfect for someone who enjoys keeping things organized, helping people, and being part of a professional team environment. You’ll play an important role in helping the office run smoothly while supporting professionals who work directly with clients.

If you’re someone who enjoys structure, communication, and being the person that keeps everything on track
, this could be a great long‑term opportunity.

• Coordinate and schedule meetings for clients and team members
• Send confirmations and reminders to keep schedules running smoothly
• Help prepare materials and documents for meetings
• Maintain and update client records in internal systems
• Organize and upload important documents while ensuring accuracy
• Assist with client inquiries and route requests to the right team member
• Monitor communications and help with follow‑ups or administrative tasks
• Provide general office support including phones, mail, and coordination
• Help maintain a professional, organized office environment

• Experience in administrative support, office coordination, or client service
• Strong organizational and time management skills
• Excellent attention to detail and accuracy
• Professional communication skills
• Ability to manage multiple tasks in a fast‑paced environment
• A dependable, team‑oriented mindset

This is a great opportunity for someone who enjoys supporting a team, staying organized, and working in a professional office setting with a collaborative group of people.

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at