Top 24032 Jobs in Longmeadow, Ma

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
Fine Gardening Team Member
Checkwriters —Northampton, MA
- $23 - $28 an hour
- Full-time
- Background check
- DOT physical examination
- Residential
- Health insurance
- 401(k)
Quick Apply
11d
Valet Attendant Days
Valet Park of America —Springfield, MA
- $17 - $20 an hour
- Overtime
- 18 years or older
- Reliable transportation
- Outdoor work
- Health insurance
- Dental insurance
Entry Level Financial Representative
Rise North Capital —South Hadley, MA
- $60,000 - $100,000 a year
- Full-time
- High school diploma or GED
- Marketing
- Entry level
- Health savings account
- Disability insurance
Quick Apply
10d
Full-Time Warehouse Associate (Outbound)
Aldi —South Windsor, CT
- $26.00 - $30.50 an hour
- Full-time
- Basic math
- Sanitation
- Pass drug screening
- Paid parental leave
- AD&D insurance
2d
Member Service Assistant
Costco Wholesale Corporation —Enfield, CT
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Jr. Salesforce Administrator
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
13d
Receptionist
Uline —Hartford, CT
- $19 - $26 an hour
- Full-time
- Microsoft Excel
- Pass drug screening
- Office
- Paid holidays
- Health insurance
Library and Inclusion Paraprofessional
Hampden-Wilbraham Regional School District —Wilbraham, MA
- Full-time
- Front desk
- Entry level
5d
Loss Prevention Clerk
Costco Wholesale Corporation —W Springfield, MA
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
BAGGAGE HANDLER
HUNTLEIGH USA CORPORATION —Windsor Locks, CT
- $25 an hour
- Part-time
- Entry level
- Opportunities for advancement
Quick Apply
Gas Station Attendant
Costco Wholesale Corporation —W Springfield, MA
- Research
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Lunch/Recess/Bus Monitor (Mon - Thurs 9:30 AM -6:00 PM & Friday 7:30 am - 4:00 pm)
Martin Luther King, Jr. Charter School of Excellence —Springfield, MA
- $19 - $24 an hour
- Full-time
- High school diploma or GED
- Children
- Entry level
10d
Laboratory Technician
Vallid Laboratories Inc —Agawam, MA
- From $18 an hour
- Part-time
- In-person
- Entry level
- Flexible schedule
Quick Apply
13d
Pharmacy Technician Non-Certified
Costco Wholesale Corporation —Enfield, CT
- Merchandising
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Paraprofessionals
Hampden-Wilbraham Regional School District —Hampden, MA
- $18.28 - $24.50 an hour
- Full-time
- School
- Entry level
Collector's Assistant
Town of East Longmeadow —East Longmeadow, MA
- Full-time
- Research
- Mid-level
- Office
Lunch/Recess Monitor
Agawam Public Schools —Agawam, MA
- Part-time
- Entry level
11d
Deli Associate
Frigo Foods —East Longmeadow, MA
- $16.50 - $20.00 an hour
- Part-time
- Serving
- In-person
- Entry level
- Flexible schedule
Quick Apply
12d
Team Member - Sorting, Organizing, Packing, Auction Prep
Caring Transitions —Springfield, MA
- $18 - $25 an hour
- Part-time
- Background check
- Driver's License
- Project management
- Paid training

I want to receive the latest job alert for jobs in longmeadow, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Jobs jobs near longmeadow, ma

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 longmeadow, ma

Client Service Associate

Fine Gardening Team Member

Valet Attendant Days

Entry Level Financial Representative

Full-Time Warehouse Associate (Outbound)

Member Service Assistant

Jr. Salesforce Administrator

Receptionist

Library and Inclusion Paraprofessional

Loss Prevention Clerk

BAGGAGE HANDLER

Gas Station Attendant

Lunch/Recess/Bus Monitor (Mon - Thurs 9:30 AM -6:00 PM & Friday 7:30 am - 4:00 pm)

Laboratory Technician

Pharmacy Technician Non-Certified

Paraprofessionals

Collector's Assistant

Lunch/Recess Monitor

Deli Associate

Team Member - Sorting, Organizing, Packing, Auction Prep

I want to receive the latest job alert for jobs in longmeadow, ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected