Top 53757 Jobs in CT | SimplyHired

Client Service Associate
Atlantic Wealth Advisors —Glastonbury, CT
- From $65,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health insurance
Quick Apply
Package Handler (Warehouse like)
FedEx —Willington, CT
- $19.25 - $22.25 an hour
- Part-time
- Entry level
- Paid parental leave
- Health insurance
Delivery Driver Associate
JMVP88 Transportation and Logistics LLC —Plainfield, CT
- $23.50 - $26.00 an hour
- Part-time
- Background check
- Hospitality
- Customer service
- Paid training
- Health insurance
Warehouse Supervisor
BYK USA Inc. —North Haven, CT
- From $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Driver
Aramark —Windsor, CT
- $21 an hour
- Full-time
- Driver's License
- In-person
- Communication skills
- Vision insurance
9d
Describer/Researcher - Historical Auction House
University Archives —Wilton, CT
- $45,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
Special Agent
Federal Bureau of Investigation —New Haven, CT
- $103,326 - $133,200 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
Administrative Assistant
F and C plastic surgery —Guilford, CT
- $46,000 - $53,000 a year
- Full-time
- Surgery
- HIPAA
- Administrative experience
Quick Apply
CORE APPLICATIONS SPECIALIST I
Charter Oak Federal Credit Union —Waterford, CT
- $23.75 - $48.18 an hour
- Banking
- Entry level
Quick Apply
Doggy Daycare Attendant
Camp Bow Wow South Windsor —South Windsor, CT
- From $17 an hour
- Part-time
- 18 years or older
- In-person
- Communication skills
- Paid time off
- Flexible schedule
Quick Apply
Guest Service Agent
Hyatt Place Milford/New Haven —Milford, CT
- From $19 an hour
- Weekends as needed
- In person
- Serving
- Bar
- Hotel
- Employee discount
Quick Apply
Data Entry Clerk
Safe Home Security, Inc —Middletown, CT
- $16.94 an hour
- Full-time
- Background check
- Spanish
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Custodian / Janitor
Uline —Hartford, CT
- $20 - $25 an hour
- Full-time
- Pass drug screening
- High school diploma or GED
- Warehouse
- Paid holidays
- Health insurance
10d
Warehouse Associate - Days - $5,000 Hiring Bonus
Uline —Plainfield, CT
- $26 - $34 an hour
- Overtime
- Pass drug screening
- High school diploma or GED
- Entry level
- Paid holidays
- Health insurance
3d
Community Service Aide
Town Of Southington —Southington, CT
- $31.69 an hour
- Full-time
- Office
- Driver's License
- Data entry
- Health insurance
- Dental insurance
Quick Apply
8d
Customer Service Representative - Representante de servicio a cliente (Actualmente Hibrido - Preferiblemente bilingue (ingles/espanol)
Eversource Energy Service Company —Windsor, CT
- $26.73 an hour
- Extended hours
- Remote
- Background check
- Pass drug screening
- Travel
- Disability insurance
- Health insurance
Robotics Warehouse Associate
Amazon Warehouse —North Haven, CT
- $20.60 an hour
- Overtime
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
Drug Test Specimen Collector
DATTCO —Middletown, CT
- Full-time
- Pass drug screening
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Processing Technician
Connecticut Lottery Corporation —Wallingford, CT
- $27.13 - $35.47 an hour
- Full-time
- Mid-level
- 3 years
- Communication skills
Registrar
Yale University —New Haven, CT
- $31.83 an hour
- Part-time
- Background check
- High school
- Mid-level

I want to receive the latest job alert for jobs in CT

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Service Associate

Atlantic Wealth Advisors
Glastonbury, CT

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching

Qualifications

Financial planning software
Customer communication
Financial services customer support
Microsoft Excel
Customer relationship building
DocuSign
Attention to detail
Financial services
CRM system proficiency
Client email correspondence
Client interaction via phone calls

Full Job Description

Atlantic Wealth Advisors is an independent private wealth investment advisory firm headquartered in Glastonbury, CT with a virtual team based in Palm Beach County, FL. We provide financial planning, consulting, and investment management to a diverse range of clients. Delivering a consistent superior client experience is core to our practice principles and philosophy.

Summary of Ideal Candidate:

This is a full-time position for a Client Service Associate that would serve as the primary customer service support to the advisor’s clients and with day-to-day administrative and operational tasks. We are seeking an individual who is patient, precise, consistent, detailed, task oriented, and has great interpersonal skills that engenders client confidence.

Principal Responsibilities:

Provide office coverage functioning as an administrative associate to the team.
Assist clients in completion of all necessary documents and ensure all required forms are completed and accurate.
Lead and manage onboarding, servicing, and maintenance activities for new and existing clients.
Facilitate and follow up on outstanding transactions with clients (e.g., transfers).
Maintain appropriate turnaround time for incoming items (e.g., 24 hours for checks).
Maintain updated client contact records using CRM system.
Maintain up-to-date organized client e-files, including digital copies of all signed applications and forms, according to compliance requirements.
Prepare and send outgoing mail/process all incoming mail.
Exceptional customer service experience including strong written communications – brevity and clarity.
Proficiency with computer programs and use of multiple communication methods to ensure a consistent and exceptional client service experience, including MS Word, PowerPoint, and Excel.
Ability to interact with people across all levels of the business.
Detail oriented – precision is key.
Efficient time management – prioritize workload and meet deadlines.
Exceptional organizational skills: including digital resources (such as One drive, DocuSign, etc.) calendars, travel, appointments, events, client contact records, scanning, assist with client appreciation dinners as directed by the advisor, etc.).
Ability to work efficiently on assigned tasks with little assistance.
Familiarity with financial planning software (i.e., eMoney, Right Capital, etc.) a plus.

Compensation and Benefits – base salary plus discretionary bonus/profit sharing based on practice profitability, 401k with match, subsidized health/dental care insurance, and 3 weeks PTO to start. Starting salary range of $65,000 – $95,000, commensurate with experience.

Experience:

Client service in wealth management practice: 3-5 years (Required). Past or current experience with Commonwealth Financial or LPL a big plus.

Work Location:

In person at our Glastonbury office, but flexible for 1-2 days of remote work.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off

Experience:

client service in wealth management practice: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

jobs in CT

Client Service Associate

Package Handler (Warehouse like)

Delivery Driver Associate

Warehouse Supervisor

Driver

Describer/Researcher - Historical Auction House

Special Agent

Administrative Assistant

CORE APPLICATIONS SPECIALIST I

Doggy Daycare Attendant

Guest Service Agent

Data Entry Clerk

Custodian / Janitor

Warehouse Associate - Days - $5,000 Hiring Bonus

Community Service Aide

Customer Service Representative - Representante de servicio a cliente (Actualmente Hibrido - Preferiblemente bilingue (ingles/espanol)

Robotics Warehouse Associate

Drug Test Specimen Collector

Processing Technician

Registrar

I want to receive the latest job alert for jobs in CT

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected