Top 2022 Marketing associate 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
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
Entry Level Marketing Associate
LACUNA Inc —Hartford County, CT
- $52,157.31 - $62,813.11 a year
- Weekends as needed
- No experience needed
- In-person
- Communication skills
- Paid training
- Paid time off
Quick Apply
3h
Marketing & Sales Analyst
Trumpf —Farmington, CT
- Full-time
- Marketing
- 3 years
- Bachelor's degree
Compliance Associate
DeMarco Management Corporation —Hartford, CT
- Full-time
- Mid-level
- Administrative experience
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Retail Event Marketing Assistant
Summit Retail Solutions —Hartford, CT
- $900 - $1,400 a week
- Weekends as needed
- Background check
- 18 years or older
- Customer service
- Paid training
- Health insurance
Quick Apply
12d
Entry Level Junior Marketing Associate
Limitless Acquisitions, Inc —West Hartford, CT
- $50,917.75 - $61,320.30 a year
- Weekends as needed
- No experience needed
- In-person
- Communication skills
- Paid training
- Paid time off
Quick Apply
Marketing Representative: The Meadows and Toyota Oakdale Theater
Live Nation —Hartford, CT
- Part-time
- Bachelor's degree
- Organizational skills
- Communication skills
Local Marketing Strategist
Eulerity —Hartford, CT
- $65,000 - $80,000 a year
- Remote
- Mid-level
- 2 years
- Communication skills
- Commuter assistance
- Health insurance
Quick Apply
11d
Patient Administrative Associate - Medicine ICU
Hartford Hospital —Hartford, CT
- Part-time
- Computer literacy
- Medical office experience
- Basic math
Quick Apply
Freelance Marketing Specialist
OG Learning Lab —Portland, CT
- $20 - $30 an hour
- Part-time
- Hybrid work
- In-person
- Entry level
Quick Apply
Patient Administrative Associate - Post Partum
Hartford Hospital —Hartford, CT
- 12 hour shift
- Computer literacy
- Medical office experience
- Basic math
Quick Apply
14d
Social Media Creator
Dolan Dental PLLC —Wethersfield, CT
- $28 - $30 an hour
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Patient Administrative Associate - Cardiology ICU
Hartford Hospital —Hartford, CT
- 8 hour shift
- Computer literacy
- Medical office experience
- Basic math
Quick Apply
Entry Level Marketing and Event Assistant
JAW Financials Inc —West Hartford, CT
- $48,601.66 - $58,531.04 a year
- Part-time
- Background check
- Organizational skills
- Contracts
- 401(k)
- 401(k) matching
Quick Apply
9d
Marketing Associate II
University of Connecticut —Farmington, CT
- Full-time
- Hybrid work
- Marketing
- Customer service
- Mid-level
Patient Administrative Associate - Medical-Neuro ICU
Hartford Hospital —Hartford, CT
- Part-time
- Computer literacy
- Medical office experience
- Basic math
Quick Apply
Merchandise and Stocking Associate
Sam's Club —Newington, CT
- $20 - $28 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Associate Customer Care Representative
Amica Mutual Insurance Company —East Hartford, CT
- $24.32 - $29.50 an hour
- Full-time
- Background check
- Sales
- Computer literacy
- Paid parental leave
- Paid holidays
Quick Apply
Business Development Executive
Cardwell Beach —Hartford, CT
- $25 - $45 an hour
- Part-time
- Remote
- Research
- Mid-level
- Business development
- Flexible schedule
Quick Apply
10d

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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

marketing associate jobs in hartford ct

Client Service Associate

Associate Analyst

Entry Level Marketing Associate

Marketing & Sales Analyst

Compliance Associate

Retail Event Marketing Assistant

Entry Level Junior Marketing Associate

Marketing Representative: The Meadows and Toyota Oakdale Theater

Local Marketing Strategist

Patient Administrative Associate - Medicine ICU

Freelance Marketing Specialist

Patient Administrative Associate - Post Partum

Social Media Creator

Patient Administrative Associate - Cardiology ICU

Entry Level Marketing and Event Assistant

Marketing Associate II

Patient Administrative Associate - Medical-Neuro ICU

Merchandise and Stocking Associate

Associate Customer Care Representative

Business Development Executive

I want to receive the latest job alert for marketing associate in hartford ct

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