Top 756 Client associate 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
Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Wealth Management Client Associate
Bank of America —Stamford, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Associate/Registered Client Associate
Royal Bank of Canada —Farmington, CT
- $44,000 - $77,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
1d
Client Service Associate
Morgan Stanley —Greenwich, CT
- $35,360 - $61,200 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
4d
Associate Client Advocate
WTW —Hartford, CT
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
2d
Registered Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Banking Associate - Glastonbury
TD Bank —Glastonbury, CT
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- High school diploma or GED
- Health insurance
- Paid time off
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $74,160 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
14d
Associate Attorney
Nirenstein Horowitz & Associates P.C. —Glastonbury, CT
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Profit sharing
- Health savings account
Quick Apply
Associate Attorney
Landlord Law Firm —Milford, CT
- Full-time
- Hybrid work
- Mid-level
- Residential
- US work authorization
Quick Apply
Litigation Associate
Goff Law Group LLC —West Hartford, CT
- $105,000 - $149,999 a year
- Full-time
- Background check
- Customer service
- Pass drug screening
- Health savings account
- Paid holidays
1d
Associate Attorney
The Prue Law Group PC —Willimantic, CT
- $120,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Paid time off
Quick Apply
10d
Personal Injury Associate Attorney
Chaffin Luhana LLP —Stamford, CT
- Full-time
- Hybrid work
- 5 years
- Senior level
- Paid holidays
- Dental insurance
Quick Apply
3d
Associate Veterinarian
Home Veterinary Services —Trumbull, CT
- $100,000 - $160,000 a year
- Full-time
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
Associate Veterinarian - Small Animal
Ridgehill Animal Hospital, PC —North Haven, CT
- Part-time
- Background check
- Anatomy knowledge
- Surgery
- Health savings account
- Paid holidays
Quick Apply
4d
Coverage Defense Litigation Associate (3+ Years)
Gfeller Laurie LLP —West Hartford, CT
- From $140,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Paid holidays
Quick Apply
1d
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Litigation Associate Attorney
Neubert, Pepe & Monteith, P.C. —Hartford, CT
- $107,500 - $135,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- Dental insurance
1d
Senior Tax Associate
Venman & Co. LLC —Shelton, CT
- $75,000 - $100,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply

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client associate 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

client associate jobs in connecticut

Client Service Associate

Associate, Client Service Operations

Wealth Management Client Associate

Client Associate/Registered Client Associate

Client Service Associate

Associate Client Advocate

Registered Wealth Management Client Associate

Banking Associate - Glastonbury

FX PB Client Services Associate

Associate Attorney

Associate Attorney

Litigation Associate

Associate Attorney

Personal Injury Associate Attorney

Associate Veterinarian

Associate Veterinarian - Small Animal

Coverage Defense Litigation Associate (3+ Years)

Associate Analyst

Litigation Associate Attorney

Senior Tax Associate

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