Top 355 Client advisor Jobs in Willimantic 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
Client Care Advisor
Home Instead —Mansfield, CT
- $46,000 - $56,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- 401(k)
Quick Apply
3d
Coordinator - Competitive Sports
University of Connecticut —Storrs, CT
- Multiple hires
- CPR Certification
- Customer service
- Mid-level
1d
Full-Time Beauty Lead Advisor - Sephora
KOHLS —Manchester, CT
- $20.80 - $29.10 an hour
- Weekends as needed
- Mid-level
- Communication skills
- Disability insurance
- Dental insurance
13d
Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
Group Director, Client Services
Velir —Hartford, CT
- $130,000 - $140,000 a year
- Remote
- Management
- Presentation skills
- Mentoring
Quick Apply
3d
Client Experience & Community Partnerships
WHZ Strategic Wealth Advisors —Pomfret Center, CT
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Profit sharing
- Disability 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
Manager, IT Strategy Growth and Transformation
Deloitte —Hartford, CT
- $134,500 - $265,100 a year
- Full-time
- Computer Science
- Up to 50% travel
- 3 years
Inside Sales Representative - Financial Services
Symmetry Partners —Glastonbury, CT
- From $75,000 a year
- Full-time
- Background check
- 5 years
- Finance
- Dental insurance
- Vision insurance
Quick Apply
Financial Advisor Support Specialist
Gateway Financial Partners —Glastonbury, CT
- $52,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Licensed Sales Professional (LSP) - CT
Allstate —Connecticut
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Senior Investment Associate
Symmetry Partners —Glastonbury, CT
- $140,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Health Insurance Sales Professional
The Hypo Group —Hartford, CT
- $60,000 - $250,000 a year
- Full-time
- Hybrid work
- English
- High school diploma or GED
- US work authorization
- Paid training
- Health insurance
Quick Apply
1d
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- Full-time
- Mid-level
- Office
- Financial services
Insurance Sales Agent – Bilingual
Bankers Life —Hartford, CT
- $40,000 - $80,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Life insurance
Quick Apply
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —Hartford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor
Edward Jones —East Lyme, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (CT)
Bankers Life —Hartford, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Branch Manager
KeyBank National Association —Storrs, CT
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
8h

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client advisor jobs near willimantic ct

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 advisor jobs in willimantic ct

Client Service Associate

Client Care Advisor

Coordinator - Competitive Sports

Full-Time Beauty Lead Advisor - Sephora

Financial Advisor-in-Training

Group Director, Client Services

Client Experience & Community Partnerships

Associate Analyst

Manager, IT Strategy Growth and Transformation

Inside Sales Representative - Financial Services

Financial Advisor Support Specialist

Licensed Sales Professional (LSP) - CT

Senior Investment Associate

Health Insurance Sales Professional

Financial Advisor

Insurance Sales Agent – Bilingual

Financial Services Professional - Hybrid Remote (CT)

Financial Advisor

Wealth Management Trainee (CT)

Branch Manager

I want to receive the latest job alert for client advisor in willimantic ct

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