Top 200 Office clerk Jobs in West Haven Ct

Client Service Associate
TPM Placement —Shelton, CT
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
10d
Lab Clerk
UnitedHealth Group —Wallingford, CT
- $16 - $29 an hour
- Urgently hiring
- Computer literacy
- Pass drug screening
- High school diploma or GED
20h
Receptionist
Express Employment —West Haven, CT
- $19.83 an hour
- Online Application
- Office
- US work authorization
- Data entry
Quick Apply
1d
Concierge and Reservation Specialist
Wag Central —Stratford, CT
- $18 - $22 an hour
- Full-time
- Background check
- Computer literacy
- English
Quick Apply
Accounting Clerk/Administrative Assistant
Confidential —Milford, CT
- $20 - $25 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Nursing Office Clerk
AREA COOPERATIVE EDUCATIONAL SERVICES —North Haven, CT
- $20.45 - $23.12 an hour
- Online Application
- Microsoft Outlook
- Computer literacy
- Office
2d
Temporary Seasonal Office Support
CONTINUUM OF CARE INC —New Haven, CT
- $19.39 an hour
- Temporary
- Computer literacy
- Office
- Administrative experience
- Flexible schedule
Quick Apply
Front Desk Office Support (PT 10 hrs a week)
CONTINUUM OF CARE INC —New Haven, CT
- $21.50 an hour
- Part-time
- Mid-level
- Office
- 3 years
Quick Apply
Customer Service Representative
Image Consulting Group —New Haven, CT
- $24.46 - $29.46 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Health insurance
- Paid time off
Quick Apply
4h
Lab Clerk
Optum —Wallingford, CT
- $16 - $29 an hour
- Part-time
- Computer literacy
- Pass drug screening
- High school diploma or GED
1d
Office Services Clerk / Courier
IST Management Services —New Haven, CT
- $18.50 - $19.00 an hour
- Full-time
- High school diploma or GED
- US work authorization
- In-person
- AD&D insurance
- Paid holidays
14d
Dispatcher / Office Administrator – HVAC Home Services
Call The Bee —New Haven, CT
- $25 - $35 an hour
- Weekends as needed
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
Smolin, Calbo, Davidson & Associates, LLC —Shelton, CT
- $24.75 - $27.00 an hour
- Overtime
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
13d
Part-Time Office Associate
Pilgrim Furniture & Mattress City —Milford, CT
- From $18 an hour
- Part-time
- Background check
- Office
- In-person
Quick Apply
6d
Front Desk Administrator
Milone Chiropractic Center —East Haven, CT
- From $20 an hour
- Part-time
- Bilingual
- Background check
- Google Workspace
- Paid time off
Quick Apply
Construction Administrative Assistant
Gilbane —New Haven, CT
- $21.75 - $26.00 an hour
- Part-time
- Construction site
- Bachelor of Science
- Office
- Profit sharing
- Health insurance
8d
Administrative Assistant PR&SS
Town of Branford. —Branford, CT
- $21.54 an hour
- Part-time
- Microsoft Outlook
- Word processing
- Office
9h
Data Entry Clerk
J.P. Express Service, Inc —Northford, CT
- $20 an hour
- Full-time
- Bilingual
- Microsoft Outlook
- Office
- 401(k)
- 401(k) matching
Quick Apply
1d
Office Assistant/Receptionist
Sean J McDonnell CPA PC —Shoreham, NY
- $20 - $25 an hour
- Full-time
- Bilingual
- Google Workspace
- Microsoft Outlook
- Flexible schedule
Quick Apply
Power Equipment Department Administrator
Lock Stock and Barrel —Bethany, CT
- $18 - $20 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

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office clerk jobs near west haven ct

Client Service Associate

TPM Placement
Shelton, CT

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year
10 days ago

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Wealth management
Customer relationship building
Phone communication
Managing clients in a customer support role
Client database systems
Bachelor's degree
Attention to detail
Client services experience
Securities Industry Essentials
Trading platforms
Organizational skills
FINRA License
Financial services
Telephone systems
Multi-line phone systems
CRM system proficiency
Productivity software
Content review
Editing

Full Job Description

Client Service Associate

Location: Shelton, CT

Compensation: $65,000 - $80,000 (based on experience)

Status: Full-time; Hybrid (one day from home)

We are a multigenerational firm that strives to serve our community with integrity, passion and a commitment to excellence. Our team provides financial planning, tax strategies, retirement solutions, and a wide array of wealth management services that prioritize our clients’ best interests, as we support them with an elevated standard of care, We pride ourselves on our white-glove service, and we believe in fostering a workplace where all feel encouraged to contribute and grow as we work together for our clients and community.

As a Client Service Associate, you will work with our team to assure seamless communication and structure for our clients as they navigate their financial services experience with us. The ideal candidate will bring a mixture of excellent verbal and written communications skills, strong administrative abilities, and a passion for detail to the position, as well as a client-first and team-based mindset. Our office culture is interactive, positive, and supportive of employee satisfaction and growth.

Ideal Candidate Attributes:

● Exceptional attention to detail and organizational skills

● Energetic and enthusiastic approach to work

● Strong commitment to exceeding client expectations

● Flexibility and willingness to support the team in various capacities

● Proficiency in handling diverse assignments in support of the team

● Excellent communication skills for building relationships within the firm and with our clients

● Excellent time management, prioritization skills, ability to take initiative

● High integrity, strong work ethic, and respect for confidentiality

● Desire to be a long-term, integral part of our team

● Vision for the long-term opportunities within the firm and the industry

Key Responsibilities:

● Diligently prioritize and manage all operational and administrative tasks

● Anticipate advisor/team needs and handle them proactively

● Coordinate and organize meetings with advisor, generate reports and all necessary forms; remain updated on team priorities and project timelines

● Coordinate the advisor’s and team’s calendar and schedules, ensuring efficient time management; create/complete appointment reminders

● Develop processes to complete all business paperwork, document submissions, requests and correspondence, track and order supplies

● Track all paperwork when documents are outstanding, track NIGO’d paperwork; update pending business summary sheet for advisor’s attention, track and tally all outstanding work weekly

● Process all new business and administrative transactions in a timely manner

● Complete all forms accurately and submit them within one business day

● Use CRM system efficiently to schedule client meetings, marketing activities, and to enter new contacts, file and update client correspondence, statements, agreements, and so forth

● Use Commonwealth services, such as COMMunity Link® and online trading

● Update contact management system in Commonwealth CRM

● Screen, organize, and manage tasks with the goal of focusing the team’s attention where it's most needed

● Assist with data entry of all client financial information; input/update data to investment analytics system; review completed client forms for accuracy

● Answer the phone and greet clients for team; handle all client service issues within capacity; control the lobby tv

● Process incoming mail, prepare and send outgoing mail; perform merging for mailings and draft letters as directed by advisor

● Create and coordinate annual client appreciation event, client gift program

● Manage the firm’s website, social media platforms, and blast email campaigns

● Regularly review Commonwealth news items, technology updates, email communications, and report pertinent information to advisor

● Suggest updates to systemize and. improve office functions

● Prepare marketing material as needed; implement specific tasks on the advisor’s marketing calendar

● Log & upload Signature Guarantee Log at the beginning of each month

● Log & upload Direct Mail Trade & Check Log at the beginning of each month

● Log & upload Form CRS at the beginning of each month

● Handle Tax Departments requests and inquiries

Required Knowledge/Skills/Competencies

● Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance

● A conscientious nature and strong interpersonal skills

● Ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the client’s circumstances

● Strong organizational skills; ability to identify and solve problems

● Proficiency in using Commonwealth resources (e.g., COMMunity Link, Operations Manual, and written office procedures)

● Ability to proactively relate client concerns to advisor

● Ability to use multiple technology platforms e.g., Client 360, Investor 360, Wealthscape℠, etc)

● Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria

● Proficient in Microsoft Office and Adobe

● Can navigate Ring Central (phone system)

Qualifications:

● College degree required

● Minimum three to five years in the financial services industry

● Minimum three years in a client-facing role

● Outstanding communication and relationship management skills.

● Proficiency in Microsoft Office Suite and CRM systems.

● Adaptability in a fast-paced environment

● Rapid learning ability, particularly with adoption of technology tools

● Demonstrated job stability and career progression

Apply Today!

As a Client Service Associate, you will work in a team of driven, caring professionals, helping families and businesses pursue their dreams with clarity and confidence. Your work will directly impact clients’ lives as you grow your professional career.

We welcome a diverse pool of applicants from various backgrounds, and urge you to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

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

Benefits:

401(k)
Health insurance
Paid time off

Education:

Bachelor's (Required)

Experience:

Wealth management: 3 years (Required)
Financial services: 3 years (Required)
Client services: 3 years (Required)

License/Certification:

Securities Industry Essentials (Preferred)

Ability to Commute:

Shelton, CT 06484 (Required)

Work Location: In person

Quick Apply

Refine Your Search

office clerk jobs in west haven ct

Client Service Associate

Lab Clerk

Receptionist

Concierge and Reservation Specialist

Accounting Clerk/Administrative Assistant

Nursing Office Clerk

Temporary Seasonal Office Support

Front Desk Office Support (PT 10 hrs a week)

Customer Service Representative

Lab Clerk

Office Services Clerk / Courier

Dispatcher / Office Administrator – HVAC Home Services

Administrative Assistant

Part-Time Office Associate

Front Desk Administrator

Construction Administrative Assistant

Administrative Assistant PR&SS

Data Entry Clerk

Office Assistant/Receptionist

Power Equipment Department Administrator

I want to receive the latest job alert for office clerk in west haven ct

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