Hybrid Operations & Client Services Specialist (Wealth)

Wolff Wealth Advisors; Manchester (CT); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

PTO

Up to $7500 medical reimbursement

401(k) match up to 4% for 5% contribution

Job summary

A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance operational excellence and providing exceptional client support. Key tasks include application processing, client maintenance, and data management. Ideal candidates should have experience in financial services, strong organizational skills, and excellent communication skills. This position offers competitive compensation and benefits including PTO and medical reimbursement.

Qualifications

• Experience in financial services, insurance, or professional office operations preferred.
• Strong organizational skills and ability to manage multiple responsibilities.
• Comfortable working with digital systems and CRMs.

Responsibilities

• Become the expert on investment and insurance application processing.
• Support ongoing policy services such as beneficiary changes.
• Manage and update client records in the CRM.

Skills

Experience in financial services, insurance, or professional office operations

Strong organizational skills

Excellent written and verbal communication skills

Proficiency in Microsoft Office

Job description

A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance operational excellence and providing exceptional client support. Key tasks include application processing, client maintenance, and data management. Ideal candidates should have experience in financial services, strong organizational skills, and excellent communication skills. This position offers competitive compensation and benefits including PTO and medical reimbursement.