Client Service Specialist – Business Owner Services

Connecticut Wealth Management, LLC; Farmington (CT); Híbrido; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

Firm-paid certifications and education

Hybrid work flexibility

Five weeks of paid vacation

401(k) retirement plan with employer

Descripción de la vacante

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.

Formación

• 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.

Conocimientos

Client service

Communication

Organization

CRM proficiency

Team collaboration

Educación

High school diploma

College degree preferred

Herramientas

CRM software

Salesforce

Microsoft Office

Descripción del empleo

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with Connecticut Wealth Management (CTWM), recognized as Connecticut’s #1 Best Places to Work for the third consecutive year and Connecticut’s #1 Healthiest Employers.

CTWM is a well-established, growing, independent registered investment advisory firm committed to delivering exceptional client service and creating meaningful career opportunities for our teammates.

We are seeking a highly organized, technology-savvy Client Service Specialist to support the client experience and business operations of our Business Owner Services advisory team. This role combines client service, account administration, project coordination, and technology-enabled workflows. It is well suited to someone with experience in financial services, business operations, consulting, human resources, or other client-focused environments.

The Client Service Specialist serves as an operational partner to the advisory team, helping ensure that client needs are addressed promptly, workflows are coordinated effectively, records are accurate, and service standards are consistently maintained.

Key Responsibilities

Client Operations & Account Administration

• Partner with financial advisors to support a portfolio of business owner clients and manage day-to-day account administration.
• Coordinate proposal development, contracting, account opening, and new-client onboarding.
• Schedule and coordinate client meetings and maintain calendars.
• Update client account information and maintain accurate, organized client documentation.
• Prepare materials and coordinate follow-up activities for client engagements.

Client Experience & Relationship Support

• Communicate professionally with clients through phone, email, virtual meetings, and other approved channels.
• Support advisors during client meetings and coordinate timely follow-up on client requests.
• Build trusted client relationships and help ensure questions and service needs are addressed efficiently.
• Assist clients with the firm’s digital platforms and technology tools.
• Deliver a consistent, high-touch client experience while protecting confidential information.

Advisory Team Operations

• Coordinate the operational workflows that support the advisory team and its clients.
• Track client requests, outstanding tasks, deadlines, and follow-up responsibilities.
• Generate reports and monitor workflow completion.
• Identify opportunities to improve organization, efficiency, and consistency.
• Help establish, document, and maintain team procedures and service standards.

Project Administration & Coordination

• Provide administrative and logistical support for client-related projects, including employee and client satisfaction surveys, human resources initiatives, and business operating systems.
• Support recruiting coordination, including preparing and updating job postings, researching resume databases, and reviewing incoming applications.
• Coordinate logistics and materials for training sessions, team-building activities, and client-related events.
• Coordinate project-related communications, scheduling, and logistics with clients and internal stakeholders.

Problem-Solving & Issue Resolution

• Research and respond to client inquiries and operational service requests.
• Coordinate with custodians, external service providers, and internal colleagues to resolve issues.
• Take ownership of assigned requests, communicate status updates, and follow through to resolution.
• Recognize when an issue requires escalation and involve the appropriate team member.

Data Quality & Reporting

• Enter, review, and update client information across firm systems.
• Prepare reports and verify the accuracy and completeness of data.
• Maintain organized records in accordance with firm procedures, applicable requirements, and confidentiality standards.
• Identify discrepancies and coordinate appropriate corrections.
• Work collaboratively with financial advisors and colleagues across the firm.
• Share insights and recommend improvements to client service and operational processes.
• Contribute to the development of consistent practices, templates, and workflows.
• Participate in training and professional development to strengthen technical knowledge and service capabilities.

Additional Responsibilities

• Welcome clients visiting the office and direct incoming telephone calls as needed.
• Assist with other administrative and operational responsibilities based on business needs.

Qualifications & Skills

• Strong client service skills and a commitment to delivering a positive client experience.
• Collaborative, solution-oriented approach with sound judgment and a willingness to take ownership of responsibilities.
• Excellent organizational, time-management, and prioritization skills, including the ability to manage multiple assignments and deadlines.
• Strong written and verbal communication skills, with the ability to communicate professionally with clients, colleagues, and external business partners.
• Exceptional attention to detail, accuracy, discretion, and professionalism.
• Comfort working in a technology-driven environment and learning multiple software platforms and business systems.
• Proficiency with Microsoft Office applications and customer relationship management (CRM) software; Salesforce experience is a plus.
• Ability to handle confidential client and business information appropriately.
• High school diploma or equivalent required; college degree preferred.
• Experience in financial services, wealth management, consulting, business operations, human resources, or another client-facing environment is preferred. Experience supporting high-net-worth clients or business owners is a plus.

Work Location & Schedule

This position is based in CTWM’s Farmington, Connecticut office and requires regular in-office attendance, with flexibility to work remotely in accordance with the firm’s hybrid work practices and business needs.

Compensation range: $60,000–$80,000 per year, based on the position’s established good-faith salary range, qualifications, relevant experience, and other job-related factors.

Benefits offered with this position include:

• Medical, dental, and vision insurance, including a firm contribution to Health Savings Accounts (HSAs), subject to plan terms and eligibility.
• Firm-paid life insurance and short-term and long-term disability coverage.
• Hybrid work flexibility.
• Five weeks of paid vacation, subject to firm policy.
• Paid sick leave in accordance with applicable law and firm policy.
• Parental leave and a longevity sabbatical program, subject to eligibility and plan terms.
• A 401(k) retirement plan with employer contributions, subject to plan terms.
• Firm-paid certifications and continuing education opportunities, subject to applicable policies.
• Wellness program and access to an on-site gym.
• Career growth, learning, and professional development opportunities.

Why Work at CTWM?

CTWM’s mission extends beyond serving our clients to building a thriving team of driven, collaborative professionals. We are committed to creating meaningful career paths and growth opportunities for every teammate.

For more than a decade, we have worked to foster an inclusive, supportive, and engaging environment where people can build genuine connections with clients and colleagues. We also believe in giving back to the communities where we live and work through charitable initiatives and volunteer opportunities.

We welcome candidates who value collaboration, continuous improvement, professional growth, and exceptional client service.