Top 2067 Administrative services Jobs in Cromwell 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
Medical Receptionist
Confidential —Glastonbury, CT
- $19 an hour
- Full-time
- Inventory management
- Customer service
- High school diploma or GED
- Dental insurance
- 401(k)
Quick Apply
5d
Station Administrative Assistant
HHS Aviation —Hartford, CT
- From $60,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Management
- Health savings account
- Health insurance
Quick Apply
11d
Accounts Receivable Specialist
Mitlitsky Eggs, LLC —Lebanon, CT
- Full-time
- Google Workspace
- Computer literacy
- Office
- Health insurance
- 401(k)
Quick Apply
Human Resources Administrative Assistant
All Pointe HomeCare, LLC, a Subsidiary of Connecticut Children's —Cheshire, CT
- Temporary
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Business Office Admin
Lincoln Tech —New Britain, CT
- $25 - $27 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
4d
Administrative Secretary III
Wethersfield Public Schools —Wethersfield, CT
- $31.68 - $39.02 an hour
- Overtime
- School experience
- Google Workspace
- English
- Health insurance
- Retirement plan
3d
Administrative Assistant
State of Connecticut - State Elections Enforcement Commission —Hartford, CT
- $67,007 - $86,709 a year
- Urgently hiring
- Writing skills
- Research
- Office
5d
Administrative Associate
MidState Medical Center —Meriden, CT
- Part-time
- Hospital
- English
- Mid-level
Quick Apply
Receptionist
Middlesex Health —Middletown, CT
- Full-time
- Surgery
- Computer literacy
- HIPAA
- Health insurance
- Tuition reimbursement
Customer Experience Trainee (Target Class: Transportation Planner 1)
State of Connecticut - Department of Transportation —Newington, CT
- $58,130 - $80,012 a year
- Urgently hiring
- Office
- 3 years
- Master's degree
- On-the-job training
12d
Secretary 2 (Hybrid)
State of Connecticut - Department of Developmental Services —Hartford, CT
- $58,046 - $75,906 a year
- Urgently hiring
- Microsoft Outlook
- Writing skills
- Mid-level
- Professional development assistance
- Loan forgiveness
2d
Care Coordinator
Perfect Care Inc. —Middletown, CT
- $23 - $25 an hour
- Weekends as needed
- Hybrid work
- Management
- Customer service
- Computer literacy
Quick Apply
Office Administrative Assistant
Careco Shoreline —Berlin, CT
- $22 - $28 an hour
- Part-time
- Sales
- Office
- Home Health
Quick Apply
Administrative Support Services Assistant
Axinn —Hartford, CT
- $36 - $49 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
4d
Front Desk Specialist
Spire Orthopedic Partners —Middletown, CT
- $18.85 - $23.55 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Labor Department Community Services Representative (Hybrid)
State of Connecticut - Department of Labor —Wethersfield, CT
- $60,543 - $76,473 a year
- Urgently hiring
- Writing skills
- Research
- Mid-level
- Professional development assistance
- Loan forgiveness
3d
Patient Representative
Middlesex Health —Middletown, CT
- Part-time
- Google Workspace
- Computer literacy
- HIPAA
- Tuition reimbursement
Receptionist - Surgical Alliance Bariatric
Middlesex Health —Middletown, CT
- Full-time
- Surgery
- Computer literacy
- HIPAA
- Health insurance
- Tuition reimbursement
10d
Facility Administrative Assistant
Reworld Solutions, LLC —Portland, CT
- $22.79 - $30.38 an hour
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply

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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

administrative services jobs in cromwell ct

Client Service Associate

Medical Receptionist

Station Administrative Assistant

Accounts Receivable Specialist

Human Resources Administrative Assistant

Business Office Admin

Administrative Secretary III

Administrative Assistant

Administrative Associate

Receptionist

Customer Experience Trainee (Target Class: Transportation Planner 1)

Secretary 2 (Hybrid)

Care Coordinator

Office Administrative Assistant

Administrative Support Services Assistant

Front Desk Specialist

Labor Department Community Services Representative (Hybrid)

Patient Representative

Receptionist - Surgical Alliance Bariatric

Facility Administrative Assistant

I want to receive the latest job alert for administrative services in cromwell ct

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