Top 27251 Jobs in Wethersfield, 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
Printing Press Operator
Specialty Printing, LLC —Windsor, CT
- $30 - $40 an hour
- Overnight shift
- Background check
- Basic math
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Package Handler - Part Time (Warehouse like)
FedEx —Middletown, CT
- $19.00 - $20.25 an hour
- Part-time
- Entry level
- Paid parental leave
- Health insurance
Pension Fund Representative
New England Health Care Employees Pension Fund —Hartford, CT
- From $30.24 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
8d
Inside Sales Appointment Setter
DreamHome Remodeling —Manchester, CT
- $18 - $32 an hour
- Part-time
- Background check
- Customer service
- English
- On-the-job training
- Flexible schedule
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
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
Office Assistant
State of Connecticut - Department of Consumer Protection —Hartford, CT
- $50,815 - $66,670 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Office
- High school diploma or GED
6d
Admin Secretary III - Central Office
Wethersfield Public Schools —Wethersfield, CT
- $31.68 - $39.02 an hour
- Online Application
- School experience
- Google Workspace
- English
Stocker
Costco Wholesale Corporation —New Britain, CT
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Direct Care Aide (full-time & part-time positions)
South Park Inn, Inc. —Hartford, CT
- $18 an hour
- Part-time
- Bilingual
- Spanish
- Medication administration
- Employee assistance program
- 401(k) matching
Quick Apply
Property Inspector – Field Services
Safeguard Properties —Bristol, CT
- $40,000 - $70,000 a year
- Contract
- Background check
- Residential
- Driver's License
- Flexible schedule
Call Center Sales Agent
Evolution Consulting LLC —Rocky Hill, CT
- $2,600 - $8,000 a month
- Weekends as needed
- Computer literacy
- Computer skills
- Communication skills
- Paid training
- Paid time off
Quick Apply
Newspaper Delivery- Farmington/Avon/Simsbury
8 in 1 Distribution —Hartford, CT
- From $400 a week
- Call employer
- Entry level
Quick Apply
Server
Saint Clements Castle & Marina —Portland, CT
- From $17 an hour
- Part-time
- Background check
- Serving
- 18 years or older
Quick Apply
Cashier
Shoppers World LTD Inc —Wethersfield, CT
- Part-time
- Basic math
- Organizational skills
- Entry level
Quick Apply
Call Center Representative (211 Contact Center Specialist Information and referral) - 2nd Shift Hybrid
United Way of Connecticut Inc —Rocky Hill, CT
- $21.00 - $23.65 an hour
- Multiple hires
- Hybrid work
- Spanish
- Research
- High school diploma or GED
- Paid training
- Paid holidays
Team Member
Playa Bowls —Glastonbury, CT
- $15.69 - $19.00 an hour + tips
- Serving
- Fast casual restaurant
- Entry level
- Referral program
Quick Apply
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
12d
Part-Time Store Cashier/Stocker
ALDI —Rocky Hill, CT
- $19 - $21 an hour
- Part-time
- 18 years or older
- Merchandising
- Basic math
- Paid parental leave
- AD&D insurance
14d

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

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

Explore jobs in more locations

Jobs jobs near Wethersfield, 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 Wethersfield, CT

Client Service Associate

Printing Press Operator

Package Handler - Part Time (Warehouse like)

Pension Fund Representative

Inside Sales Appointment Setter

Mail Handler (Part time | 20 Hours)

School Library Assistant (Part-time)

Office Assistant

Admin Secretary III - Central Office

Stocker

Direct Care Aide (full-time & part-time positions)

Property Inspector – Field Services

Call Center Sales Agent

Newspaper Delivery- Farmington/Avon/Simsbury

Server

Cashier

Call Center Representative (211 Contact Center Specialist Information and referral) - 2nd Shift Hybrid

Team Member

Appointment Scheduler -Remote

Part-Time Store Cashier/Stocker

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected