Roles Master
Client Service Specialist
Client Relations / Finance
Finance
Our client provides personalized financial guidance to individuals, families, and business owners, helping clients achieve their financial goals through a relationship-driven approach.
• Handle new client onboarding paperwork.
• Process transactions and account updates.
• Respond to client inquiries.
• Support compliance and documentation.
• Maintain CRM systems.
Key Listed Responsibilities:
Why consider the industry?
The financial services industry offers stability, growth potential, and the opportunity to make a tangible impact on clients’ lives while developing expertise in investments, planning, and client relationship management.
Preferred Skills and Tools:
CRM systems, Microsoft Office Suite, communication, organization, accuracy, and professionalism.
You Are:
• A mid-career professional who brings both prior experience and fresh perspective
•Detail-oriented and highly organized, able to manage multiple priorities effectively
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Hybrid work setup with regular in-office presence in Farmington, CT.
As a Client Service Specialist, you’ll support financial advisors and clients by providing administrative and operational assistance. You’ll serve as a key contact, helping manage client accounts, prepare documentation, and ensure a seamless experience.
Role Summary:
Responsibilities:
Support advisors in managing client relationships, maintain accurate records, prepare account documents, and coordinate meetings.
Associate Creative Director of Design
Creative Direction / Design
Marketing
Entity is a creative agency known for bold ideas that challenge norms and elevate brand storytelling across digital, web, and social channels.
• Mentor and grow a team of designers.
• Oversee UI/UX design and digital execution.
• Present work confidently to clients.
• Shape design standards and culture.
• Push creative boundaries while ensuring purpose.
Key Listed Responsibilities:
Why consider the industry?
Marketing and advertising offer an ever-evolving landscape for creative professionals to drive brand engagement, shape consumer experiences, and influence culture.
Preferred Skills and Tools:
Figma, Adobe Creative Suite, UX/UI design, leadership, presentation, and creative strategy.
You Are:
• A mid-career professional who brings both prior experience and fresh perspective
•Detail-oriented and highly organized, able to manage multiple priorities effectively
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Semi-hybrid schedule with regular in-office collaboration in Cheshire, CT.
As an Associate Creative Director of Design, you’ll lead and mentor designers, drive conceptual design thinking, and ensure all creative output is strategic, innovative, and on-brand.
Role Summary:
Responsibilities:
Lead conceptual design thinking across digital campaigns, websites, and experiences; collaborate cross-functionally with creative, strategy, and development teams.
Customer Service Representative
Customer Service / Operations
Manufacturing
We work with a global manufacturer known for pioneering light-curable adhesives, coatings, and equipment used across industries, with a focus on customer-tailored solutions that enhance efficiency and profitability.
• Provide prompt, professional support and process orders.
• Handle inquiries, quotes, and shipment coordination.
• Collaborate with sales and operations to resolve issues.
• Conduct customer surveys and manage compliance.
• Research and upsell products based on customer needs.
Key Listed Responsibilities:
Why consider the industry?
Manufacturing provides the opportunity to work in a dynamic environment that values innovation, process improvement, and customer satisfaction—offering career paths that bridge technology and operations.
Preferred Skills and Tools:
ERP systems (e.g., JD Edwards E-1), Microsoft Office, communication, attention to detail, and customer relationship management.
You Are:
• A mid-career professional who brings both prior experience and fresh perspective
•Detail-oriented and highly organized, able to manage multiple priorities effectively
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Full-time, on-site role based in Torrington, CT.
As a Customer Service Representative, you’ll be the front line of client engagement, ensuring satisfaction by managing orders, resolving issues, and providing exceptional service to both internal and external customers.
Role Summary:
Responsibilities:
Manage customer accounts, process orders, resolve issues, and collaborate with sales and production teams to ensure on-time and accurate service delivery.
Accounting Lead
Accounting / Finance
Nonprofit
Mission-driven nonprofit serving families in Greater Hartford with behavioral health, early childhood, and community services. Recognized as a top workplace.
• BA/BS in Accounting/Finance
• 2–5 yrs experience in field
• Excel proficiency
• nonprofit accounting a plus
• knowledge of QuickBooks/Blackbaud/Sage Intacct
• strong analytical and communication skills.
Key Listed Responsibilities:
Why consider the industry?
Nonprofit finance roles provide meaningful, purpose-driven work while applying financial expertise in collaborative, mission-aligned environments.
Preferred Skills and Tools:
Base + Analytical; disciplined with detail orientation; committed to accurate reporting and fiscal stewardship.
You Are:
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
Flexibility:
Full-time Direct Hire; supports re-engagement of mid-career professionals.
Support Assistant Controller with daily accounting, close processes, and reporting. Lead internal controls and contribute to accurate financial statements.
Role Summary:
Responsibilities:
Month-/year-end close; GL maintenance; financial reporting; audits & compliance; expense oversight; workflow automation; cross-team collaboration.
Client Service Specialist
Customer Service / Financial Services
Marketing
Entity provides wealth management services with focus on client-centered planning and trusted advisory.
• Bachelor’s preferred
• exp. in client service
• CRM/financial software (Salesforce, Orion, Tamarac, etc.)
• MS Office Suite
• organizational and communication skills.
Key Listed Responsibilities:
Why consider the industry?
Financial services roles offer stability, career growth, and the chance to build lasting client relationships while helping families plan for their futures.
Preferred Skills and Tools:
Base + Client-focused; service-oriented; relationship-builder; thrives in team environments; motivated to support client financial well-being.
You Are:
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Hybrid work setup with regular in-office presence in Farmington, CT.
Frontline role supporting clients with account servicing, relationship management, and operational needs. Partner with advisors to deliver high-quality client experience.
Role Summary:
Responsibilities:
Manage client onboarding; handle transactions and inquiries; maintain records; support compliance documentation; coordinate with advisors.
Marketing & Communications Manager
Marketing / Communications
Finance
Nonprofit youth development organization strengthening children and families through after-school programs and community impact.
• BA in Communications/Marketing/Journalism
• 3–5 yrs exp.
• nonprofit/advocacy exp. a plus
• social media expertise
• PR/media skills
• Microsoft Office; design skills a plus
Key Listed Responsibilities:
Why consider the industry?
Marketing roles in nonprofit sector allow you to tell powerful stories, engage communities, and elevate missions while building creative and strategic expertise.
Preferred Skills and Tools:
Base + Storyteller; creative and strategic; comfortable managing both vision and tactical delivery; adept at communicating across diverse audiences.
You Are:
• A mid-career professional who brings both prior experience and fresh perspective
•Detail-oriented and highly organized, able to manage multiple priorities effectively
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Full-time Direct Hire; opportunity to work across media channels; mission-driven environment.
Lead vision and execution of communications strategy to strengthen brand, donor engagement, and public awareness. Oversee media, digital, collateral, and event comms.
Role Summary:
Responsibilities:
Develop comms plan; manage media relations; lead social & digital engagement; oversee event comms; design collateral; support org-wide communications needs.
IT Risk Analysis Developer
Software Development / IT
Finance
Entity is a global investment firm leveraging technology to support risk management and investment processes. Teams partner with investment professionals to deliver innovative applications.
• BA/BS in Computer Science, Quantitative Finance, Statistics, or related
• object-oriented programming (C++, C#, Python, R); web systems (JavaScript, relational DBs)
• IT lifecycle experience
• strong problem-solving
Key Listed Responsibilities:
Why consider the industry?
The financial technology sector offers opportunities to apply software skills in a high-impact environment, combining innovation with financial markets.
Preferred Skills and Tools:
Base + Tech-savvy; intellectually curious; detail-oriented; proactive in solving problems; adaptable and eager to learn.
You Are:
• A mid-career professional who brings both prior experience and fresh perspective
•Detail-oriented and highly organized, able to manage multiple priorities effectively
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Full-time Direct Hire; opportunity to work in finance and technology at the intersection of data and investment.
Work with developers and investment professionals to design, build, and support applications driving investment and risk analysis. Engage in full lifecycle development.
Role Summary:
Responsibilities:
Collaborate with team to enable investment business; develop risk and analytical models; apply big data visualization; support production infrastructure; improve efficiency; maintain and enhance platforms.
Senior Client Service Specialist
Customer Service / Financial Services
Marketing
Entity provides wealth management services with focus on client-centered planning and trusted advisory.
• Bachelor’s preferred
• exp. in client service
• CRM/financial software (Salesforce, Orion, Tamarac, etc.)
• MS Office Suite
• organizational and communication skills.
Key Listed Responsibilities:
Why consider the industry?
Financial services roles offer stability, career growth, and the chance to build lasting client relationships while helping families plan for their futures.
Preferred Skills and Tools:
Base + Client-focused; service-oriented; relationship-builder; thrives in team environments; motivated to support client financial well-being.
You Are:
• A mid-career professional who brings both prior experience and fresh perspective
•Detail-oriented and highly organized, able to manage multiple priorities effectively
•A strong communicator, comfortable collaborating across teams and engaging diverse stakeholders
•Tech-savvy and open to learning new tools or systems as needed
Flexibility:
Hybrid work setup with regular in-office presence in Farmington, CT.
Frontline role supporting clients with account servicing, relationship management, and operational needs. Partner with advisors to deliver high-quality client experience.
Role Summary:
Responsibilities:
Manage client onboarding; handle transactions and inquiries; maintain records; support compliance documentation; coordinate with advisors.