Top 460 Client advisor Jobs in Manchester, 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
Wealth Management Advisor (with training)
Northwestern Mutual —Springfield, MA
- $79,508 - $233,907 a year
- 8 hour shift
- Sales
- Military
- Office
- Paid training
- Health insurance
Quick Apply
Lead Advisor
Forgent —Glastonbury, CT
- $90,000 - $110,000 a year
- Full-time
- Office
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- $150,000 a year
- Full-time
- Mid-level
- Office
- Financial services
Financial Advisor Support Specialist
Gateway Financial Partners —Glastonbury, CT
- $52,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Advisor - Westfarms Mall
Brooks Brothers —Farmington, CT
- $22.75 - $31.88 an hour
- Weekends as needed
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Client Advisor- West Hartford
Tiffany & Co. —Farmington, CT
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Full-Time Beauty Lead Advisor - Sephora
KOHLS —Manchester, CT
- $20.80 - $29.10 an hour
- Weekends as needed
- Mid-level
- Communication skills
- Disability insurance
- Dental insurance
Analytics Consultant - Remote
UnitedHealthcare —Hartford, CT
- $72,800 - $130,000 a year
- Full-time
- Hybrid work
- Pass drug screening
- Mid-level
- Office
4d
Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid
The Cigna Group —Bloomfield, CT
- $116,200 - $193,600 a year
- Online Application
- 8 years
- Bachelor's degree
- Fair chance
- Paid holidays
- Health insurance
Client Care Advisor
Home Instead —Mansfield, CT
- $46,000 - $56,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- 401(k)
Quick Apply
12d
Part-Time Beauty Advisor - Sephora
KOHLS —Manchester, CT
- $17.95 - $23.35 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance
Communications Senior Advisor - Executive Leadership Engagement, Communications & Event Planning
The Cigna Group —Bloomfield, CT
- $113,600 - $189,400 a year
- Online Application
- Hybrid work
- Office
- Bachelor's degree
- Travel
- Paid holidays
- Health insurance
Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Customer service
- No experience needed
- Office
- Paid holidays
- Disability insurance
Quick Apply
2d
Client Services Manager
Moneco Advisors —Glastonbury, CT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
13d
Beauty Advisor - Part Time
Sephora —South Windsor, CT
- $19.80 - $22.90 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Enterprise CX Strategic Planning Senior Advisor
The Cigna Group —Bloomfield, CT
- $119,600 - $199,300 a year
- Online Application
- 8 years
- Analysis skills
- Fair chance
- Paid holidays
- Health insurance
Proposal Support Advisor – Evernorth Health Services – Hybrid
The Cigna Group —Bloomfield, CT
- $84,500 - $140,800 a year
- Online Application
- Research
- 3 years
- Bachelor's degree
- Paid holidays
- Health insurance
2d
Beauty Advisor - Flex
Sephora —West Hartford, CT
- $19.80 - $22.90 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
5d
Associate Director, Talent Partner - Operations (Remote)
Collins Aerospace —Hartford, CT
- $157,200 - $298,800 a year
- Full-time
- Remote
- Bachelor's degree
- Team management
- Travel
- Paid holidays
- Loan repayment program
2d

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client advisor jobs near manchester, 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

client advisor jobs in manchester, ct

Client Service Associate

Wealth Management Advisor (with training)

Lead Advisor

Financial Advisor

Financial Advisor Support Specialist

Client Advisor - Westfarms Mall

Client Advisor- West Hartford

Full-Time Beauty Lead Advisor - Sephora

Analytics Consultant - Remote

Senior Advisor, Provider Experience - Cigna Healthcare - Hybrid

Client Care Advisor

Part-Time Beauty Advisor - Sephora

Communications Senior Advisor - Executive Leadership Engagement, Communications & Event Planning

Financial Advisor-in-Training

Client Services Manager

Beauty Advisor - Part Time

Enterprise CX Strategic Planning Senior Advisor

Proposal Support Advisor – Evernorth Health Services – Hybrid

Beauty Advisor - Flex

Associate Director, Talent Partner - Operations (Remote)

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