Top 759 Client advisor Jobs in Norwalk, Ct

Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
Client Advisor
Habberstad BMW —Huntington Station, NY
- $100,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Private Client Advisor
Marsh McLennan Agency —Norwalk, CT
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Tuition reimbursement
Financial Professional
New York Life —White Plains, NY
- $65,000.00 - $122,572.89 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Retail Tax Expert
Intuit —New Rochelle, NY
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Financial Advisor - Hartford County, CT
Thrivent —Stamford, CT
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
Experienced Tax Expert – In-Store
Intuit —New Rochelle, NY
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Business Controller
ASML —Wilton, CT
- Full-time
- 6 years
- Writing skills
- English
Porter
Miller Motorcars —Greenwich, CT
- $17 - $20 an hour
- Full-time
- Driver's License
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Automotive Sales Consultant Commercial Vehicle
Confidential —Northport, NY
- $100,000 - $150,000 a year
- Full-time
- Mid-level
- Contracts
- In-person
- Paid training
- Health insurance
Quick Apply
Seasonal Tax Expert - In-Store
Intuit —New Rochelle, NY
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Client Service Associate / Wealth Management Operations Specialist
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Entry Level Financial Services Professional
New York Life Insurance Company/NYLIC Securities —Melville, NY
- $60,000 - $110,000 a year
- Full-time
- Bachelor's degree
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
Sales Arborist
SavATree LLC —Norwalk, CT
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- In-person
- Disability insurance
- Health insurance
Quick Apply
Tax Accountant - In-Store
Intuit —New Rochelle, NY
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Wealth Management Trainee (CT)
Bankers Life —Fairfield, CT
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Continuing education credits
- Disability insurance
Quick Apply
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client advisor jobs near norwalk, ct

Client Service Associate

Twenty Four Wealth Management
Darien, CT

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Benefits

Paid training
Paid holidays
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Customer service
High school diploma or GED
Managing clients in a customer support role
Client services
Organizational skills
Financial services
Time management

Full Job Description

Who We Are

The mission at Twenty Four Wealth is to deliver financial and lifestyle success to our clientele by implementing experts in every field of wealth management, removing our clients from the day to day details and staying ahead of any industry curve.

We believe culture plays a crucial role in the success of our company. All employees possess the following characteristics: being a team player, being open and comfortable giving and receiving feedback, and are constantly looking to grow and educate themselves personally and professionally (knowing a few good movie quotes doesn’t hurt either).

Twenty Four Wealth is an equal opportunity employer and considers applicants for all open positions without regard to race, color, religion or belief, sex, age, citizenship status, national origin, marital status, military/veteran status, sexual orientation, genetic information, gender identity, and physical or mental disability. At Twenty Four Wealth, we believe in creating a dynamic work environment that puts value in diversity and inclusion as we strive to recruit a diverse group of candidates to help us achieve that goal.

Job Description

Responsible for executing on the client service program including new client onboarding, ongoing client service and daily operational duties with high attention to detail.

Job Responsibilities

Heavy calendar management and scheduling
Perform office operations including answering phones, confirming and preparing advisors for their meetings, greeting clients and screening calls
Handle routine client service requests, resolve inquiries efficiently and effectively to completion. Understand our escalation process and apply when appropriate
Input data into CRM and ensure accuracy of the information
Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting
Contribute to the development and execution of client service standards resulting in client retention and satisfaction
Book travel
Handle various personal duties as needed (including, but not limited to: personal appointments, personal travel for himself and significant other, grocery runs, lunch runs, potential help with his dog when in office)
Some after-hours support may be required

Key Competencies

B.S/B.A. Degree preferred
3+ Year’s Financial Services experience required
Series License(s) (7, 65, 6) not required but preferred
Client service aptitude
Excellent verbal and written communicative ability
Organizational skills and multi-tasking ability
Attention to detail
Strong Microsoft Word, Excel and Outlook skills
Good time management skills

Job Benefits

Company sponsored health insurance
401k matching
Unlimited paid time off, in addition to paid company holidays
Catered lunch on Fridays
Unlimited snacks & coffee

Benefit Conditions:

Waiting period may apply
Only full-time employees eligible

Paid Training:

Typical end time:

Typical start time:

Work Remotely

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

Are you willing to handle various personal duties as they arise and are needed? (i.e. grocery runs, making personal appointments, picking up mail)
Are you a dog lover?

Education:

High school or equivalent (Required)

Experience:

Financial Services: 3 years (Required)
Client services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in norwalk, ct

Client Service Associate

Client Advisor

Private Client Advisor

Financial Professional

Retail Tax Expert

Financial Advisor - Hartford County, CT

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Financial and Wealth Management Advisor - Stamford

Experienced Tax Expert – In-Store

CNO Financial Advisor - Hybrid Remote (CT)

Business Controller

Porter

Automotive Sales Consultant Commercial Vehicle

Seasonal Tax Expert - In-Store

Client Service Associate / Wealth Management Operations Specialist

Entry Level Financial Services Professional

Sales Arborist

Tax Accountant - In-Store

Wealth Management Trainee (CT)

Financial Services Professional

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