Top 53513 Jobs in Connecticut

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
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
5d
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
Special Agent - $40,000 Recruitment Incentive
United States Secret Service —Connecticut
- $47,562 - $115,079 a year
- Full-time
- Background check
- Pass drug screening
- Surgery
- Health insurance
- Paid time off
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
Office & Administrative Coordinator (Part-Time)
Greenwich United Way —Greenwich, CT
- $35 - $40 an hour
- Part-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Document Records Associate - Primary Care West Haven
PACT MSO, LLC —West Haven, CT
- $20 - $25 an hour
- Monday to Friday
- Internal Medicine
- Primary Care
- Databases
- Health insurance
- Paid time off
Quick Apply
Receptionist
Uline —Hartford, CT
- $19 - $26 an hour
- Full-time
- Microsoft Excel
- Pass drug screening
- Office
- Paid holidays
- Health insurance
10d
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
9d
Observation Associate- ED Video Monitoring
Yale New Haven Health —New Haven, CT
- Part-time
- Patient monitoring
- Customer service
- High school diploma or GED
9d
Payroll Clerk
Costco Wholesale Corporation —Enfield, CT
- Office
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Registrar
Yale University —New Haven, CT
- $31.83 an hour
- Part-time
- Background check
- High school
- Mid-level
School Library Assistant (Part-time)
Consolidated School District of New Britain —New Britain, CT
- $21 an hour
- Part-time
- Middle school
- School
- Entry level
Inventory Auditor
Costco Wholesale Corporation —Enfield, CT
- Research
- Mid-level
- Driving
- AD&D insurance
- Employee stock purchase plan
Loss Prevention Clerk
Costco Wholesale Corporation —South Windsor, CT
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Packing Associate – Immediate Start
Pacific Rise Co —Hartford, CT
- $16 - $24 an hour
- Urgently hiring
- High school diploma or GED
- Warehouse
- Warehouse experience
- Paid training
- Paid holidays
Quick Apply
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
11d
Crew
Trader Joe's —Westport, CT
- $18 - $20 an hour
- Part-time
- Entry level
Customer Service Representative
Your After School —Madison, CT
- $22 - $27 an hour
- Full-time
- Hybrid work
- Google Workspace
- Microsoft Excel
- Databases
Quick Apply
13d

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Jobs jobs near Connecticut

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 Connecticut

Client Service Associate

Delivery Driver Associate

Family Advisor

Warehouse Supervisor

Special Agent - $40,000 Recruitment Incentive

Describer/Researcher - Historical Auction House

Office & Administrative Coordinator (Part-Time)

Document Records Associate - Primary Care West Haven

Receptionist

Community Service Aide

Observation Associate- ED Video Monitoring

Payroll Clerk

Registrar

School Library Assistant (Part-time)

Inventory Auditor

Loss Prevention Clerk

Packing Associate – Immediate Start

Mail Handler (Part time | 20 Hours)

Crew

Customer Service Representative

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