Top 13 Client service associate private wealth 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
Private Bank Client Services Associate
Webster Bank —Waterbury, CT
- $77,000 - $83,000 a year
- Research
- Mid-level
- Office
2d
Private Client Department Trusts & Estates Associate
Day Pitney —West Hartford, CT
- Hybrid work
- Writing skills
- Mid-level
- 3 years
Consulting Analyst – Institutional
Fiducient Advisors —Hartford, CT
- $65,000 - $85,000 a year
- Hybrid work
- Writing skills
- Research
- Mid-level
- Paid time off
- Cell phone reimbursement
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)
Bank of America —Hartford, CT
- $120,000 - $235,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Office
7d
Chief Executive Officer
Advancing Connecticut Together —Hartford, CT
- $150,000 - $180,000 a year
- Full-time
- Hybrid work
- Office
- In-person
- Senior level
- Disability insurance
- Health insurance
Quick Apply
Portfolio Manager III
Bank of America —West Hartford, CT
- $135,600 - $300,000 a year
- Full-time
- CPA
- Customer service
- Writing skills
8d

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Private Wealth Client Associate
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Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained…
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Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
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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

client service associate private wealth jobs in hartford, ct

Client Service Associate

Private Bank Client Services Associate

Private Client Department Trusts & Estates Associate

Consulting Analyst – Institutional

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)

Chief Executive Officer

Portfolio Manager III

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