Hybrid Client Service Associate - Wealth Management
$50k - $60kWealth Enhancement
Wealth Enhancement in Hartford, CT is seeking a Client Service Associate to bridge clients and the Financial Advisor, handling client paperwork, account reviews, and onboarding. This hybrid role involves in-office collaboration with the team and direct client interactions. The position offers base salary in the range of $50,000 to $60,000 plus a discretionary bonus plan. A Bachelor’s degree and customer service experience are preferred, with opportunities for growth and professional development. #J-18808-Ljbffr Wealth Enhancement
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Client Service Associate - Wealth Management in Hartford, CT vacancy
$50k - $60k
Wealth Enhancement Group is seeking a Client Service Associate in a hybrid role, with the Cleveland area possible or Hartford, CT. The position focuses on serving as the liaison between clients and the Financial Advisor, handling financial paperwork, account reviews, and...Suggested$42.5k - $63.75k
About Wealth Enhancement Wealth Enhancement... ...independent wealth management firm with an... ...the lives of our clients. We continually seek... ...investment management services to over 90,000 households... ...a Client Service Associate to serve as the... .... This is a hybrid position (typically...SuggestedFull timeTemporary workWork experience placementWork at officeFlexible hours- Royal Bank of Canada Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients from a busy branch... ...and compliance while contributing to a client-first service approach. The role emphasizes relationship building,...Suggested
$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Hartford, CT1 day ago$60k - $75k
About Us Harbor Wealth Planning is a multigenerational private wealth management team within Janney Montgomery... ...than $750 million in client assets. Recognized by... ...an award-winning, full-service financial services firm... ...Private Client Associate who wants to build a long...SuggestedFull timeRelocation- A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance... ...processing, client maintenance, and data management. Ideal candidates should have experience in financial...Full time
- Merrill Wealth Management, part of Bank of America, seeks a client service-oriented professional in Hartford, CT to support Financial Advisors and serve as the primary contact for clients. You will educate clients on banking offerings, ensure timely materials, and help...
- ...Client Services Associate / Travel (Remote)Hartford, Connecticut, United StatesAbout the JobAbout Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted...Remote work
HB Travels
Hartford, CT3 days ago - Client Service Specialist - Wealth Management Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly...Flexible hours
- Johnson Brunetti in Wethersfield, CT is seeking a Client Service Specialist to support high-net-worth clients in a wealth management setting. You will handle incoming service requests, coordinate transfers, and prepare reviews for upcoming appointments, while maintaining...Work at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Key responsibilities Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information... ...UBS is a leading and truly global wealth manager and the leading universal...Full timeWork at officeFlexible hours
- NielsenIQ is seeking a motivated Sales Associate to support our Financial Services team. This hybrid role, based in Darien, CT, requires strong communication and... ...Marketing preferred). You will prospect, coordinate client meetings, and assist with reviews while learning...
$65k - $70k
...Employee Benefits Account Manager - Small Group Location: Hybrid About Alera Group... ...insurance and financial services firms. We combine the strength... ...of local experts to help clients succeed across Employee Benefits... ...Plan Services, Wealth Services, and Human Capital...Work at officeLocal areaRemote work$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ..., people, organizational, and client service skills Attention to detail coupled with the...Full timeFlexible hours$49.5k - $77k
What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours$60k - $80k
...environment? Grow your career with Connecticut Wealth Management (CTWM), recognized as Connecticut’s #1... ...committed to delivering exceptional client service and creating meaningful career... ...remotely in accordance with the firm’s hybrid work practices and business needs. Compensation...Temporary workWork at officeRemote work- J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT 6 days ago Be among the first 25 applicants Job Description At J.P. Morgan Chase,... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
$120k
...traditional lending. Services include creative... ...tailored to client goals. Through the... ...secures financing, and manages closing. With access... ...long-term wealth and independence through... ...Description The Associate Account Executive is a full-time, hybrid role responsible for...Full timeRemote workKey Real Estate Capital
Hartford, CT2 days ago$95k - $125k
...Hartford, CT office on a hybrid work schedule. The... ...be responsible for servicing assigned middle market... ...appropriate recommendations to clients/brokers. Develop... ...of data in the agency management system. May handle... ..., retirement and wealth management solutions to...Work at officeLocal area- 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...Work at office
- ...Partners is seeking an Account Executive to act as the linchpin on client accounts, driving media relations, pitching reporters, and... ...PR or related field, and strong interest in financial/professional services, technology, or B2B comms. #J-18808-Ljbffr Prosek Partners
$75k - $95k
...Commercial Lines Account Manager Hartford County, CT | $75,000$95,000 | Hybrid Join a leading independent agency with over 50 years in Hartford County... ...is built on decades of responsive, high touch client service and tailored risk solutions. Key Responsibilities...$75k - $120k
...Account Manager A path for every ambition. At HUB... ...ambition: for the clients who count on us, and equally... ..., CT office on a hybrid work schedule. Overview... ...Overview: Responsible for servicing assigned commercial... ...benefits, retirement and wealth management solutions to...Work at officeLocal area- ...Commercial Lines Insurance Manager Manage all aspects of a diverse... ...daily communications among clients, producers, insurance... ...matters, and day-to-day account servicing. Support client retention... ...with minimal supervision. Hybrid work schedule Paid time off...Work at office
$83.8k - $103.2k
...significant risk, workforce, wealth management and retirement challenges... ...a catalyst for exceptional client experiences. Immerse yourself... ...technology with personalized service, ensuring each client feels... ...Education and/or Experience: Associates degree (or equivalent), and...Full timeWork at officeAON
West Hartford, CT9 days ago- ...seeks an experienced Wastewater Project Manager to lead planning, design, and rehabilitation... ...systems for municipal and industrial clients. You will oversee hydraulic modeling, project... ...engineering solutions. The role offers hybrid work with in-office collaboration and remote...Work at officeRemote work
Fuss & O'Neill
Hartford, CT2 days ago - RBC Wealth Management in Glastonbury, CT seeks a Client Associate/Registered Client Associate to support financial advisors, handle client inquiries, maintain documentation... ...confidentiality. The role emphasizes client-first service, relationship building, and collaboration within a...
$71.7k - $129.5k
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual... ...bringing T-Mobile's unmatched products and services to underserved markets. This is a true... ...cold calling, and networking under sales manager supervision. Customer Needs: Identify...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hoursT-Mobile
Hartford, CT5 days ago$105.38k - $215.38k
...involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within... ...supporting our Individual Tax Services - High Net Worth group,... ...when needed.Build strong client relationships through clear... ...geographic differential associated with the location at which...Work at officeLocal areaDeloitte
Hartford, CT3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Client Service Associate - Wealth Management. Be the first to apply!
Related searches
- community services specialist Hartford, CT
- honda service advisor Hartford, CT
- part time service advisor Hartford, CT
- court services officer Hartford, CT
- guest services associate Hartford, CT
- salesforce service cloud consultant Hartford, CT
- human services specialist Hartford, CT
- experienced service advisor Hartford, CT
- environmental service worker Hartford, CT
- professional services specialist Hartford, CT