Top 51965 Jobs in Central, CT

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
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
Family Advisor
Catholic Cemeteries of the Diocese of Bridgeport —Darien, CT
- $65,000 - $110,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid jury duty
- Health savings account
Quick Apply
3d
Package Handler (Warehouse like)
FedEx —Willington, CT
- $19.25 - $22.25 an hour
- Part-time
- Entry level
- Paid parental leave
- Health insurance
Appointment Scheduler -Remote
AQUA AIR SOLUTIONS LLP —Bristol, CT
- $20 an hour
- Choose your own hours
- No experience needed
- Communication skills
- Entry level
- Paid training
- On-the-job training
Quick Apply
14d
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
Front Desk Receptionist & Financial Planning Assistant
Vaylark Financial Services —Hartford, CT
- $20 - $24 an hour
- Part-time
- Google Workspace
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Customer Service Associate
American Protective Products LLC —North Branford, CT
- $21.63 - $26.04 an hour
- Full-time
- Background check
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
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
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
Mail Handler (Part time | 20 Hours)
State of Connecticut - Department of Labor —Wethersfield, CT
- $23.39 - $29.62 an hour
- Part-time
- Writing skills
- Driver's License
- Pre-employment physical examination
- Paid holidays
- Dental insurance
10d
Registrar
Yale University —New Haven, CT
- $31.83 an hour
- Part-time
- Background check
- High school
- Mid-level
Processing Technician
Connecticut Lottery Corporation —Wallingford, CT
- $27.13 - $35.47 an hour
- Full-time
- Mid-level
- 3 years
- Communication skills
Drug Test Specimen Collector
DATTCO —Middletown, CT
- Full-time
- Pass drug screening
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Payroll Clerk
Costco Wholesale Corporation —Enfield, CT
- Office
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Observation Associate- ED Video Monitoring
Yale New Haven Health —New Haven, CT
- Part-time
- Patient monitoring
- Customer service
- High school diploma or GED
8d
School Library Assistant (Part-time)
Consolidated School District of New Britain —New Britain, CT
- $21 an hour
- Part-time
- Middle school
- School
- Entry level

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Jobs jobs near Central, CT

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 Central, CT

Client Service Associate

Delivery Driver Associate

Warehouse Supervisor

Family Advisor

Package Handler (Warehouse like)

Appointment Scheduler -Remote

Describer/Researcher - Historical Auction House

Special Agent

Administrative Assistant

Front Desk Receptionist & Financial Planning Assistant

Customer Service Associate

Robotics Warehouse Associate

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

Mail Handler (Part time | 20 Hours)

Registrar

Processing Technician

Drug Test Specimen Collector

Payroll Clerk

Observation Associate- ED Video Monitoring

School Library Assistant (Part-time)

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