Client Service Specialist
Company: Connecticut Wealth Management, LLC
Posted on: May 14, 2022
Do you thrive in a positive, supportive, and collaborative work
environment? Grow your career with the firm voted one of
Connecticut's #1 Best Places to Work for the second year in a
Connecticut Wealth Management (CTWM) is a well-established,
fast-growing, independent, fee-only registered investment advisory
firm. CTWM is currently hiring a Client Service Specialist with
innate customer service skills who can support a team of financial
advisors. We are seeking an energetic professional with excellent
organization and communication skills who doesn't mind wearing
multiple hats. This is a very fast-paced and changing work
environment and is not considered an entry-level position.
-Work with an advisory team to service a book of clients completing
tasks such as:
Preparing and processing firm and custodian paperwork
Opening new accounts
Processing move money transactions
Organizing and cataloging client files
Helping clients manage their online access and account
- Proactively manage client data by inputting information
accurately and thoroughly, tracking all actions in CRM, and running
reports for the team/firm.
-Manage the implementation and completion of client
requests/transactions and redirect tasks to advisors when
-Display independence in the completion of client work and take
initiative without prompting on basic tasks. Exhibit a commitment
to excellence with strong attention to detail and high-quality
-Troubleshoot complex client service requests or issues with the
custodian or other external vendors.
-Keep teammates organized and on track with all client requests and
all systems and documentation up to date and accurate.
-Support senior teammates client management and business
development efforts by keeping data updated and following up on
-Assist with internal client service projects such as managing
data, improving processes, or adopting new technology.
-Cover the reception desk and telephones as needed.
-Interact with clients and build positive relationships through
telephone, email, and at firm events. Attend client meetings for
servicing items. Develop personal relationships with clients.
-Set and maintain high standards of quality, organization, and
efficiency for team.
-Work with other service specialists to share knowledge and
experiences to develop and improve office processes to best serve
the team and clients.
-May be responsible for other internal administrative
-Superior customer service skills
-Must be a collaborator and possess a client-first attitude.
-Excellent time management skills and ability to multi-task and
-Excellent written and verbal communication skills. Ability to
discuss general information with teammates, clients, and business
-Exceptional attention to detail, organization, efficiency, and
-Exceptional confidentiality and professionalism.
-Willingness to learn and master firm technology and processes.
-Proficient in use of Microsoft programs and CRM experience.
-High school diploma or equivalent; college degree preferred.
-Experience working in financial services industry with private,
high net-worth clients is a plus.
-Will need to work in our Farmington, CT office regularly with some
work from home flexibility.
Why work for us?
CTWM's mission goes beyond its clients to include its rapidly
growing team of driven individuals. The firm is committed to
creating career paths and growth opportunities for every team
member. For over a decade, CTWM has built an inclusive and
fun-loving work environment that aims to build genuine connections
with both clients and team members. Additionally, the firm is
committed to devoting time and resources to charities and volunteer
work in the surrounding community.
-Medical, dental & vision insurance (plus full HSAs
-Firm paid life, long-term & short-term disability
-Sick time and five (5) weeks paid vacation
-Parental leave and longevity sabbatical plan
-401(k) plan with employer contributions
-Firm paid certifications and continuing education
-Paid volunteer time
-Robust wellness program & on-site gym
-Career growth and development opportunities
To apply, please send your resume to Deborah Hopper at
Keywords: Connecticut Wealth Management, LLC, Hartford , Client Service Specialist, Other , Hartford, Connecticut
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