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Account & Relationship Management in Connecticut
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Account & Relationship Management
Connecticut
Salary
Location:Connecticut
Category:Account & Relationship Management
COO NEEDED64143817389313120
Craigslist
COO NEEDED
The Boring Co Join to apply for the SUPERVISOR, ACCOUNTING role at Los Angeles Metro The SUPERVISOR, ACCOUNTING role at Los Angeles The Boring Co is responsible for providing day-to-day supervision of professional, technical,
5 Highwood Ave, Hamden, CT 06514, USA
Negotiable Salary
Tax preparer, experienced or will train (Enfield)64026768698497121
Craigslist
Tax preparer, experienced or will train (Enfield)
If you have a natural talent for helping people or are an experienced tax professional, Liberty Tax wants you for the 2026 tax season. This is a perfect opportunity for retired or semi-retired, stay-at-home parents, student internships, and those looking for extra income. Take our tuition-free tax class and learn about the new tax changes and how to prepare taxes. No prior tax experience necessary. Candidates will have the opportunity to earn extra income upon successful completion. Flexible schedules, convenient locations. For more information, please respond with name and phone number or click on the link below. https://www.libertytax.com/tax-education
92 Elm St, Enfield, CT 06082, USA
Negotiable Salary
Customer Service Specialist - Transfer Agency (Hartford, CT)64026767404801122
Craigslist
Customer Service Specialist - Transfer Agency (Hartford, CT)
Looking for Customer Service Agent - Transfer Agent for a long term contract opportunity in Hartford, CT. This will be a on-site opportunity - 5 days onsite a week. Looking for someone who has experience taking inbound calls from shareholders, investors, advisors, or brokers regarding account information, share transfer, transactions, and policies.
208 Asylum St, Hartford, CT 06103, USA
$25/hour
Small Business Lending Consultant (Old Greenwich)63612516678785123
Craigslist
Small Business Lending Consultant (Old Greenwich)
Small Business Lending Consultant https://calendly.com/ali-jozani-leadsenseicapital/leadsensei-capital-initial-call Find out why USA Today featured us: https://www.usatoday.com/story/special/contributor-content/2025/04/30/lead-sensei-a-turnkey-solution-for-small-businesses/83367988007/ Read about us on Yahoo Finance: https://finance.yahoo.com/news/lead-sensei-llc-sets-standard-200000119.html If you want a spot, now is the time. Make $250K+ a year. Spots are limited. Location: Work from Anywhere (Remote Role. Work from wherever you are.) Compensation: $250K+ annual income part-time Benefits: Flexible Schedule, Residual Income Opportunities, AI-Powered Lead Nurturing, Training, CRM Access Join Our Team as a Small Business Lending Consultant! Are you looking for a career that offers financial freedom, flexibility, and the opportunity to make a difference in the lives of small business owners? As a Small Business Lending Consultant, you’ll have the chance to earn $200K+ annually while working from anywhere in the world. Choose to work part-time or full-time—this role fits your lifestyle, not the other way around. What You’ll Love About This Role: Unmatched Flexibility: Work from anywhere, set your own hours, and enjoy the freedom to design your day. Be Your Own Boss: Take charge of your career and earnings, with no limits on what you can achieve. Residual Income: Earn once and keep getting paid, creating a lasting income stream. Help Small Businesses Thrive: Connect small businesses with financing from a network of over 100+ lenders. AI-Powered Lead Nurturing: Gain access to an advanced AI-driven system that automates lead follow-ups via text, email, and voice calls, ensuring no opportunity is missed. What We Provide to Ensure Your Success: Comprehensive Training: No experience? No problem! We provide training to help you excel. Custom Landing Page: You’ll receive a personalized landing page to capture and serve leads effectively. CRM Access: Enjoy free access to a CRM for seamless client management. Marketing Support: Access cutting-edge tools and resources to grow your client base. AI-Powered Outreach: Leverage our conversational AI to automatically engage, follow up, and nurture leads through texting, emailing, and voice calls. What We’re Looking For: We’re seeking driven, confident, and resilient individuals who are ready to own their success. To thrive in this role, you should embody: Entrepreneurial Spirit: A go-getter attitude with a passion for building a successful business. Exceptional Work Ethic: Dedication to meeting and surpassing goals. Client Relationship Expertise: Skill in forging and maintaining strong client connections. Strong Closing Skills: A proven ability to negotiate and close deals effectively. Masterful Communication: Impeccable conversational and interpersonal skills, especially over the phone. Confidence & Resilience: Assurance in your abilities and the grit to overcome setbacks. Problem-Solving Skills: Analytical thinking to identify client needs and craft tailored solutions. Additional Titles: Business Loan Consultant Commercial Lending Advisor Entrepreneurial Loan Specialist Financing Consultant Small Business Financing Advisor Loan Sales Representative Remote Business Development Specialist Professions that excel in this role: Commercial Loan Officers, Financial Advisors/Planners, Insurance Agents/Brokers (Business Insurance), Real Estate Brokers/Agents (Commercial), Sales Executives (B2B), Account Managers (Corporate), Business Consultants, Wealth Managers, Accountants/Bookkeepers, Equipment Leasing Specialists, Factoring Specialists, SBA Loan Specialists, Franchise Consultants, Bank Relationship Managers, Automotive/Commercial Fleet Salespeople, Investment Bankers, Tax Advisors (Business-focused), HR Consultants (Business-focused), Sales Consultants for Technology/IT Solutions (B2B), Payroll/HR Services Sales Professionals, Private Equity Analysts, Business Development Managers, Asset Managers, Mortgage Brokers (Commercial/Business), Leasing Consultants, Merchant Services Salespeople, Commercial Real Estate Developers, Procurement Officers, Corporate Risk Managers, CFOs (Fractional/Outsourced), Venture Capital Analysts, Business Banking Specialists, Compliance Officers (Finance), Treasury Managers, Corporate Finance Consultants Important Details: Compensation Structure: This is a 1099 commission-only role. Mindset Requirements: We’re looking for champions—self-starters who won’t settle for less than excellence. If you’re a winner, a go-getter, and ready to take control of your career, we want to hear from you. Join us today and make a difference in the world of small business lending! We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
15 Rockland Pl, Old Greenwich, CT 06870, USA
$250,000/year
💼 Stock Brokers Wanted: Commissions + Residual Income 💼63580598537731124
Craigslist
💼 Stock Brokers Wanted: Commissions + Residual Income 💼
Do you have the sales skills to close investors over the phone? We’re searching for motivated brokers and financial salespeople ready to cold call and pitch exciting new investment ideas. What You Get: • Get paid fast: Commission per investor you bring in • Residuals for life: Keep earning every time your client invests again • Unlimited upside – the harder you hustle, the more you make What We’re Looking For: • Brokers / sales closers hungry for results • Comfortable making outbound calls • Strong communicator with confidence to win over investors If you’re a closer who thrives on the phone and wants recurring income potential, this is the opportunity for you. 📩 Reply with your info and let’s talk.
640 W Main St, Waterbury, CT 06710, USA
Negotiable Salary
Junior Accountant Position (Norwalk)63470012665601125
Craigslist
Junior Accountant Position (Norwalk)
About Abreu CPA Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality services with a personal touch. We specialize in tax preparation, accounting, and financial consulting for individuals and businesses. Our team is passionate about helping clients achieve financial clarity and success. Position Summary We are seeking a motivated and detail-oriented Jr. Accountant to join our growing team. This entry-level position is ideal for someone looking to build a career in accounting within a supportive and dynamic CPA firm. You will assist account executives in managing client accounts, categorizing transactions, reconciling accounts, preparing financial statements, and supporting clients throughout their engagement with our firm. Key Responsibilities • Assist in initial client discovery meetings (with Account Executive). • Support account executives in managing client accounts and responding to inquiries. • Help onboard new clients by sending welcome emails, intake sheets, engagement letters, and document checklists. • Verify client documents for completeness and accuracy. • Maintain customer relationship management and checklist databases. • Follow up with clients to collect outstanding documents and information. • Categorize transactions, reconcile accounts, and prepare client financial statements and accounting records. • Provide progress updates to clients under the guidance of account executives. • Confirm client receipt of financial statements and address follow-up questions. • Support ongoing advisory services and refer clients to appropriate team members for additional needs. Qualifications • Associate’s or Bachelor’s degree in Accounting, Finance, or related field. • 1–2 years of experience in accounting or bookkeeping (internships count). • Basic understanding of tax preparation, financial statements, and general ledger entries. • Strong proficiency in QuickBooks (or similar), Excel, and general ledger activities. • Bilingual (English/Spanish) is a plus. • Detail-oriented with strong organizational skills. • Eager to learn and grow within a CPA firm environment. • Comfortable working with confidential financial information. • Strong written and verbal communication skills. • Team player with a positive attitude and initiative. • Able to manage multiple tasks and meet deadlines. • Operates with a strong sense of urgency and efficiency. Who Would Not Qualify While we welcome applicants from diverse backgrounds, this position may not be suitable for candidates who: • Struggle with attention to detail or have difficulty managing time effectively in a structured environment. • Feel uncomfortable in a fast-paced, client-facing setting where multitasking and responsiveness are essential. • Demonstrate limited initiative or show resistance to learning new systems, tools, and processes that support continuous improvement. How to Apply Please submit your resume and a brief cover letter to info@abreucpa.com. We look forward to learning more about you!
11 Belden Ave, Norwalk, CT 06850, USA
Negotiable Salary
TUITION FREE TAX SCHOOL: Unlock a New Career Opportunity! (Norwalk)63470011692673126
Craigslist
TUITION FREE TAX SCHOOL: Unlock a New Career Opportunity! (Norwalk)
📚 Dive into the Dynamic World of Tax Preparation Join our comprehensive 12-week course designed for beginners and aspiring tax professionals. Whether you are looking to start a new career or enhance your financial skills, this course is your gateway to success. Why this course is perfect for you: • Taught by an experienced CPA. • Hands-on training with industry standard tax software. • Real-world scenarios to hone practical skills. • Certificate of completion upon successfully fulfilling all program requirements. ________________________________________ 📅 Course Details • Duration: September 4 – November 24, 2025 • Schedule: Mondays & Thursdays | 6:00 PM – 9:00 PM and Saturdays | 9:00 AM – 12:00 PM • Venue: Abreu CPA, 11 Belden Ave., Norwalk, CT 06850 • Cost: FREE – Just pay $699 for course materials • 📞 Call for more info: 203-286-8900 ________________________________________ 📝 Registration Information • Deadline: August 29, 2025 • Limited Seats Available – First Come, First Served • Secure Your Spot: • Complete the registration form • Submit full payment for materials Payment Options: 📬 Mail to: Abreu CPA 11 Belden Ave. Norwalk, CT 06850 💻 Pay Online: https://pay.banquest.com/abreucpa?invoice=Tax%20School ________________________________________ 📞 Contact Us Today! (203) 286-8900 Mention this ad when calling and leave your contact details. We’ll promptly send you the course outline, registration form, and more.
11 Belden Ave 2nd Floor, Norwalk, CT 06850, USA
Negotiable Salary
Now Booking New Clients – Finance Consulting & Ops Support (Greenwich)63469692981889127
Craigslist
Now Booking New Clients – Finance Consulting & Ops Support (Greenwich)
I’m a freelance consultant with experience supporting hedge funds, fintechs, and RIAs. I offer remote, flexible services across: Investor Relations & Stakeholder Communications HR Support & Talent Acquisition (Remote) CRM Management – Salesforce, HubSpot, Redtail (incl. data integrity & reporting) Account Management & Client Experience 401(k) & IRA Admin Support QuickBooks, Expense Management Audit Coordination (Internal/External) Marketing & Event Planning Bloomberg & Morningstar Platform Support I’m in CT and specialize in supporting institutional clients and HNW individuals. My approach is detail-focused, compliance-ready, and relationship-driven.
235 N Maple Ave, Greenwich, CT 06830, USA
Negotiable Salary
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