Top 16886 Associate analyst, program Jobs in Hartford, 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
Compliance Associate
DeMarco Management Corporation —Hartford, CT
- Full-time
- Mid-level
- Administrative experience
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Lab Technician
Curtiss-Wright —East Windsor, CT
- $27 - $32 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- In-person
- Profit sharing
- Employee stock purchase plan
Quick Apply
Administrative Clerk
Wood, Smith, Henning & Berman —Farmington, CT
- Full-time
- Microsoft Outlook
- In-person
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Laboratory Assistant
Hartford Hospital —Hartford, CT
- Part-time
- High school diploma or GED
- Children
- 1 year
Quick Apply
Speech Language Pathologist (SLP) SCHOOL BASED
Access Rehab Centers —Waterbury, CT
- $52 an hour
- Full-time
- CPR Certification
- BLS Certification
- Physical & Rehabilitation Medicine
- Health savings account
- Health insurance
Quick Apply
Board Certified Behavior Analyst
Prism Academy —Berlin, CT
- $80,000 - $120,000 a year
- Full-time
- Classroom
- Management
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply
Specialty Pharmacist - 2nd Shift (1:00PM to 9:30PM EST)
Shields Health Solutions —Springfield, MA
- $125,000 - $159,000 a year
- 8 hour shift
- Customer service
- Computer literacy
- Bachelor of Science
Quick Apply
Licensed Optician
Wild Apple Eye Care —Colchester, CT
- From $35 an hour
- Full-time
- Private practice
- Basic math
- Patient care
- Health insurance
- 401(k)
Quick Apply
14d
Dentist
Nuvia Dental Implant Center —Glastonbury, CT
- $350,000 - $550,000 a year
- Dental office
- BLS Certification
- ACLS Certification
- Continuing education credits
- Paid holidays
Quick Apply
Oral Surgeon
Nuvia Dental Implant Center —Glastonbury, CT
- $500,000 - $1,000,000 a year
- Part-time
- Dental office
- Surgery
- BLS Certification
Quick Apply
Registered Nurse RN
Trinity Health Of New England —Hartford, CT
- Weekends as needed
- Nursing
- RN License
- Computer literacy
- Tuition reimbursement
- Benefits from day one
Dentist
Life Long Dental Care —Tolland, CT
- $4,500 - $6,000 a day
- Full-time
- Dental office
- Doctoral degree
- Mid-level
- Continuing education credits
- Health savings account
HVAC Service Technician
Glasco Heating & A/C, Inc. —South Windsor, CT
- $30 - $50 an hour
- Full-time
- CDL B
- Mid-level
- Residential
- Fuel card
- Health savings account
Quick Apply
Licensed Journeyman Plumber
Sarracco Mechanical Services, Inc —Waterbury, CT
- Full-time
- Background check
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Resident Engineer
URBAN ENGINEERS INC —Hartford, CT
- $65 - $100 an hour
- Full-time
- Construction site
- Bachelor of Science
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Veterinarian
Veterinary Practice Partners —Suffield, CT
- $130,000 - $150,000 a year
- Full-time
- Mid-level
- Medical-surgical
- Communication skills
- Continuing education credits
- Paid holidays
Quick Apply
Admissions RN
VITAS Healthcare —Glastonbury, CT
- $44 - $48 an hour
- Full-time
- RN License
- Mid-level
- Home health
- Disability insurance
- Health insurance
Quick Apply
Senior Cost accountant/Gov't accountant
GKN Aerospace —Cromwell, CT
- CPA
- 5 years
- Microsoft Office
Proton RTT- Connecticut Proton Therapy Center
Connecticut Proton Therapy Center —Wallingford, CT
- From $47 an hour
- Weekends as needed
- Anatomy knowledge
- Patient monitoring
- Mid-level
- Health savings account
- Health insurance
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

associate analyst, program jobs in hartford, ct

Client Service Associate

Compliance Associate

Lab Technician

Administrative Clerk

Laboratory Assistant

Speech Language Pathologist (SLP) SCHOOL BASED

Board Certified Behavior Analyst

Specialty Pharmacist - 2nd Shift (1:00PM to 9:30PM EST)

Licensed Optician

Dentist

Oral Surgeon

Registered Nurse RN

Dentist

HVAC Service Technician

Licensed Journeyman Plumber

Resident Engineer

Veterinarian

Admissions RN

Senior Cost accountant/Gov't accountant

Proton RTT- Connecticut Proton Therapy Center

I want to receive the latest job alert for associate analyst, program in hartford, ct

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