Top 27692 Jobs in Glastonbury, Ct 06033

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
Administrative Assistant
The City of Hartford —Hartford, CT
- $41,659.80 - $68,504.28 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Writing skills
12d
Customer Service Representative
Diversified Group —Marlborough, CT
- $20 - $23 an hour
- Part-time
- Microsoft Outlook
- Customer service
- Office
- 401(k)
- Paid time off
Quick Apply
Medical Scribe
ScribeAmerica —Hartford, CT
- 8 hour shift
- 18 years or older
- HIPAA
- No experience needed
- Paid training
- Dental insurance
Entry Level Assistant Manager
Ascend Management Group —East Hartford, CT
- $900 - $1,300 a week
- Full-time
- Recruiting
- Organizational skills
- In-person
Quick Apply
Laboratory Courier
Phoenix Environmental Laboratories —Manchester, CT
- From $19 an hour
- Overtime
- Background check
- Clean driving record
- Customer service
- Paid training
- Fuel card
Quick Apply
Team Member
Playa Bowls —Glastonbury, CT
- $15.69 - $19.00 an hour + tips
- Serving
- Fast casual restaurant
- Entry level
- Referral program
Quick Apply
Team Member
Ben & Jerrys CT/RI/NJ —Glastonbury, CT
- $19 - $23 an hour
- Part-time
- Serving
- Quick service & fast food restaurant
- Ability to stand for extended periods
Quick Apply
Laundry Attendant
Hilton Garden Inn - Glastonbury —Glastonbury, CT
- $16.94 - $17.50 an hour
- Weekends as needed
- Heavy equipment operation
- Hotel
- Ability to lift 50 pounds
- Wellness program
- Commuter assistance
Receptionist
Uline —Hartford, CT
- $19 - $26 an hour
- Full-time
- Microsoft Excel
- Pass drug screening
- Office
- Paid holidays
- Health insurance
Seasonal Team Member
Bruegger's Bagels —Glastonbury, CT
- $14 - $21 an hour + tips
- Seasonal
- Bakery
- 16+ years old
- Cleaning
- Flexible schedule
Greeter, Part-Time
Bass Pro Shops —East Hartford, CT
- Part-time
- High school diploma or GED
- Organizational skills
- Communication skills
- Paid holidays
- Dental insurance
5d
Retail Associates
Hobby Lobby —Manchester, CT
- $16.95 - $17.95 an hour
- Weekends as needed
- Entry level
- Paid holidays
- Disability insurance
Retail Team Member
Panera Bread —Glastonbury, CT
- $16.94 - $18.94 an hour
- Part-time
- Serving
- Fast casual restaurant
- Bakery
- Paid training
- Health insurance
Quick Apply
Administrative Assistant - Library
Town of Manchester —Manchester, CT
- $65,000 - $75,000 a year
- 5 years
- Writing skills
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
9d
Cashier
Home Depot —Glastonbury, CT
- 1 year
- Entry level
Crew Member - 0607
Five Guys —Glastonbury, CT
- From $16 an hour + tips
- Part-time
- Fast casual restaurant
- Entry level
- Kitchen
- Dental insurance
- 401(k)
Breeze Airways Flight Attendant - Full Time
Breeze Airways™ —Hartford, CT
- $25.00 - $37.50 an hour
- Extended hours
- Pass drug screening
- English
- High school diploma or GED
- Paid training
- Dental insurance
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
2d
Store Associate
CVS Health —Manchester, CT
- $16.94 - $23.94 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
12d

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Jobs jobs near glastonbury, ct 06033

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 glastonbury, ct 06033

Client Service Associate

Administrative Assistant

Customer Service Representative

Medical Scribe

Entry Level Assistant Manager

Laboratory Courier

Team Member

Team Member

Laundry Attendant

Receptionist

Seasonal Team Member

Greeter, Part-Time

Retail Associates

Retail Team Member

Administrative Assistant - Library

Cashier

Crew Member - 0607

Breeze Airways Flight Attendant - Full Time

Part-Time Store Cashier/Stocker

Store Associate

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