Wealth Client Services Associate - Hybrid (Onboarding & Admin)
$65k - $95kAtlantic Wealth Advisors
Atlantic Wealth Advisors, located in Glastonbury, CT, is seeking a Client Service Associate to provide primary customer service support to clients while managing day-to-day administrative tasks. The ideal candidate will exhibit exceptional organizational and communication skills and will be detail-oriented. The position includes a starting salary range of $65,000 – $95,000, with a comprehensive benefits package, including a 401k match and discretionary profit sharing. Remote work flexibility is also offered. #J-18808-Ljbffr Atlantic Wealth Advisors
$65k - $85k
The Client Service Associate is responsible for high-quality customer service and communication to private... ...Direct responsibility to fully onboard new clients accurately and in a timely... ...business/events. This role offers a hybrid work model with three days in one of our...SuggestedWork at officeLocal areaRemote workShift work- Atlantic Wealth Advisors is an independent private wealth investment... ...to a diverse range of clients. Delivering a consistent superior... ...-time position for a Client Service Associate that would serve as the... ...accurate. Lead and manage onboarding, servicing, and maintenance...SuggestedFull timeWork at officeRemote workRelocation packageFlexible hours
$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Fiducient Advisors in Hartford, CT is seeking a Client Service Associate to deliver high-quality client service to private clients, Investment... ..., and related projects, with responsibilities including onboarding, account openings, money movements, CRM maintenance, and collaboration...Suggested
- 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...SuggestedFull time
$70k - $85k
...reviews of shareholder tax documentation. Maintain and update client-facing forms, applications, and related documentation. Assemble... ...0-3 years of professional experience in the financial services sector. Strong analytical mindset with excellent problem-solving...Full time- Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering...Remote jobFlexible hours
- Responsibilities Conduct thorough KYC and onboarding reviews to ensure all client documentation is complete, accurate, and compliant with regulatory... ...volume workflow in a fast‑paced environment while meeting service level expectations. Partner with internal stakeholders...Work experience placement
- Bank of America is seeking a client service professional for their Merrill Wealth Management team in Hartford, Connecticut. This role focuses on supporting Financial Advisors and their clients, ensuring operational excellence, and delivering exceptional service. The ideal...Remote jobHourly pay
- A financial services firm in Connecticut is looking for an entry-level candidate to serve as a primary contact for investors and financial advisors. Responsibilities include managing relationships with third-party transfer agents and overseeing compliance processes. Ideal...Full time
- Integris Group is seeking an Associate Policyholder Service Specialist in Glastonbury, Connecticut. This full-time role involves direct client interaction, assisting underwriters, and maintaining... ...in MS Office. The position follows a hybrid work model. Benefits include medical...Full time
- ...Life U.S. is seeking an Implementation Consultant to guide clients through the onboarding process, ensuring their needs are met and fostering a... ...strong communication skills. This position also offers a hybrid work model, allowing flexibility while promoting collaboration...
- ...The CL Onboarding Specialist plays a vital role in expanding and strengthening... ..., lender, bank, or financial services institution preferred... ...or equivalent required Associate's degree or Bachelor's degree... ...days are onsite for training Hybrid schedule after - up to 3 days...Full timeCasual workInternshipRemote workMonday to Friday3 days per week
$53.8k - $80.7k
...looking for an Implementation Consultant to facilitate the onboarding journey for clients. You will work directly with clients, brokers, and key... ...to solve complex issues effectively. The position offers a hybrid work model with flexible office and remote work opportunities...Work at officeRemote workFlexible hours$25 - $44 per hour
...About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork from homeShift workDay shift$32.8k
...Customer Care Specialist, Customer Service Travel Insured International, a Crum & Forster... ...methods, along with excellent client service and support. In addition to our... ...your career development so we provide a wealth of ways for you to keep learning, including...Full timeWork at office$19 - $25 per hour
...multiple regional hospitals, Jefferson Radiology offers a breadth of services and a level of diagnostic and therapeutic radiology expertise... ...of medical insurance and patient demographics preferred Hybrid Schedule Desired Professional Skills and Experience Experience...Hourly payWork experience placement$17.85 - $25.48 per hour
Customer Care Specialist (Hybrid - Must be base in or near Orlando, FL) Job Description The Customer Care Specialist is responsible for... ...inquiries related to eligibility, benefits, claims, and service authorizations. The role involves handling incoming calls, accurately...Local areaFlexible hours$19 - $25 per hour
...multiple regional hospitals, Jefferson Radiology offers a breadth of services and a level of diagnostic and therapeutic radiology expertise... ...of medical insurance and patient demographics preferred Hybrid Schedule Desired Professional Skills and Experience Experience...Hourly payWork experience placementLocal area- ...Care Specialist to provide exceptional support to members and providers regarding eligibility, benefits, claims and service authorizations. This hybrid role requires strong communication, accuracy, and the ability to resolve issues on first contact where possible. Based...
$25 - $44 per hour
Bank of America is hiring for a client-facing role to provide excellent banking services to clients in Fairfield, CT. The position requires strong interpersonal skills and the ability to learn quickly about banking offerings. Applicants should have a high school diploma...Hourly pay- JPMorgan Chase in Hartford, CT is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment... ..., from those just starting to save to those with significant wealth, ensuring an exceptional investor experience. The ideal candidate...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Operations & Client Services Administrator In-Office/Hybrid About Wolff Wealth Advisors Wolff Wealth Advisors is a trusted, boutique wealth advisory firm with a legacy of serving families and businesses since 1954. We help clients simplify complex financial decisions and...Full timePart timeWork at office
- ...Job Title: Policyholder Service Specialist The Policyholder Service... ...Department. This role is client‑facing and requires professional... ...Participate in the training of Associate Policyholder Service... ...Company currently follows a hybrid office/remote work schedule:...Temporary workLocal areaRemote work
- ...Apella Wealth is an employee‑owned, wealth advisory firm (RIA) headquartered... ...and develop world‑class, client‑relevant capabilities. Most... ...dedicated to putting client service first in all they do. We... ...As an Apella Account Services Associate (ASA), you’ll serve in a key...Temporary workWork at officeRemote workFlexible hours
$101k - $203k
...future of flightdesigning, building and servicing engines unlike any the world has ever seen... ...blueprints, specifications, and associated flow down Strong analytical and writing... ...blended work environment. This role is: Hybrid: Employees who are working in Hybrid roles...Temporary workWork experience placementFlexible hours- ...Benefit Service Center Associate At Employee Family Protection (EFP), we're dedicated to supporting employees and their families through comprehensive... ...concerns Provide professional, courteous service to clients, staff, brokers, and carriers Maintain employee...Work at officeRemote work
$17 per hour
...Overview Join to apply for the Customer Service Associate I role at Dollar Tree Stores . We’re... ...variety of rewards to support your health, wealth, and mental well-being. In addition to... ...Representative - National Sales (Hybrid: Onsite & Remote) (Northeast Region) Part...Hourly payFull timeContract workPart timeLocal areaRemote work- ...Connecticut Job Summary The Private Client Advisor's focus will be on our Mass... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... ...****@*****.***. #LI-Hybrid KeyBank is an organization collectively...Bank staffWork at officeFlexible hoursNight shift
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