Client Experience & Operations Specialist

Connecticut Wealth Management, LLC; Farmington (CT); Híbrido; USD 60 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, and vision insurance

Firm-paid certifications and education

Hybrid work flexibility

Five weeks of paid vacation

401(k) retirement plan with employer

Resumo da oferta

Connecticut Wealth Management (CTWM) in Farmington, CT is seeking a highly organized Client Service Specialist to support client experience and business operations for our Business Owner Services advisory team.

In this hybrid, in-office role, you will partner with financial advisors, manage account administration, onboarding, meetings, and data quality while maintaining confidential client information. Candidates with financial services exposure and strong tech skills will thrive.

Qualificações

• Strong client service skills with a positive client experience mindset.
• Excellent organizational, time-management, and prioritization abilities.
• Ability to learn multiple software platforms and business systems.
• Experience in financial services or wealth management is preferred.

Responsabilidades

• Partner with advisors to support business owner clients and manage day-to-day account administration.
• Coordinate onboarding, contracting, and new-client setup.
• Schedule client meetings and maintain calendars; update client records.
• Support client meetings and follow-up on requests; protect Confidential information.
• Generate reports and monitor workflow completion; identify improvement opportunities.

Conhecimentos

Client service

Communication

Organization

CRM proficiency

Team collaboration

Formação académica

High school diploma

College degree preferred

Ferramentas

CRM software

Salesforce

Microsoft Office

Descrição da oferta de emprego

Connecticut Wealth Management (CTWM) in Farmington, CT is seeking a highly organized Client Service Specialist to support client experience and business operations for our Business Owner Services advisory team.

In this hybrid, in-office role, you will partner with financial advisors, manage account administration, onboarding, meetings, and data quality while maintaining confidential client information. Candidates with financial services exposure and strong tech skills will thrive.