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Data scientist • hartford ct

Última actualización: hace 8 horas
  • Oferta promocionada
Client Service Administrator

Client Service Administrator

Transcend Practice ManagementWest Hartford, CT, US
70.000,00 US$–75.000,00 US$ anual
A tiempo completo
Compensation : $70,000-$75,000 (based on experience).The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap re...Mostrar másÚltima actualización: hace 11 días
  • Oferta promocionada
Line Cook

Line Cook

Burtons Grill & BarSouth Windsor, CT, US
A tiempo completo
We are looking for passionate people to join our team!.Are you energetic, and outgoing and enjoy working in a FUN, fast-paced environment? If yes, we would love to hear from you whether you are an ...Mostrar másÚltima actualización: hace más de 30 días
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PT Driver - Peapod - 0619

PT Driver - Peapod - 0619

Stop & ShopWindsor, CT, US
A tiempo completo
USA-CT-Windsor-1095 Kennedy Road.At Stop & Shop, we've been serving our customers and neighborhoods while taking care of each other for more than a century. A lot has changed in that time, but one t...Mostrar másÚltima actualización: hace más de 30 días
Remote Sales Representative

Remote Sales Representative

Altig / AO Globe LifeHartford, Connecticut
If you’re passionate about making a difference and want to turn that passion into a fulfilling career, we want to hear from you. A Sales Representative plays a crucial role in driving business...Mostrar másÚltima actualización: hace más de 30 días
In-Home Sales Representative

In-Home Sales Representative

NEWPRO Operating LLCHartford, CT, United States
200.000,00 US$ anual
Grow Your Sales Career with NEWPRO - Celebrating 80 Years of Excellence!.Outside Sales Opportunity | Top Performers Earn $400K+ | Training Starts May 12th. If you're a driven, people-focused sales c...Mostrar másÚltima actualización: hace 15 días
Line Maintenance Quality Control Inspector - BDL

Line Maintenance Quality Control Inspector - BDL

Breeze AirwaysWindsor, CT, United States
39,00 US$ por hora
Working at Breeze Airways is an exciting endeavor and a serious commitment to bring "The World's Nicest Airline" to life. We work cross-functionally with truly awesome Team Members to deliver on our...Mostrar másÚltima actualización: hace 25 días
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Deli Clerk

Deli Clerk

Big YWest Hartford, CT, US
A tiempo completo
The Deli Clerk is responsible for providing an exceptional customer experience by preparing and ensuring the freshest quality product. The Deli Clerk maintains department conditions, to include prep...Mostrar másÚltima actualización: hace más de 30 días
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At Your Service Center Associate, Shoppes At Buckland Hills - Full Time

At Your Service Center Associate, Shoppes At Buckland Hills - Full Time

Macy'sManchester, CT, United States
A tiempo completo
Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...Mostrar másÚltima actualización: hace 1 día
Comfort Consultant / Advisor

Comfort Consultant / Advisor

Call The BeeFarmington, CT, United States
250.000,00 US$ anual
Looking to take your career in.We are looking for a driven and customer-focused professional to help homeowners find the. Visit customers' homes and provide professional consultations for HVAC syste...Mostrar másÚltima actualización: hace 26 días
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Remote Online Product Support - No Experience

Remote Online Product Support - No Experience

GLOCPAFarmington, Connecticut
We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.Mostrar másÚltima actualización: hace más de 30 días
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Specialist

Specialist

AppleSouth Windsor, CT, United States
A tiempo completo
Apple Retail is where the best of Apple comes together.We bring our expertise to help people do what they love, delivering an only-at-Apple experience. We believe inclusion is a shared responsibilit...Mostrar másÚltima actualización: hace más de 30 días
Remote Quality Assurance Tester - $45 per hour

Remote Quality Assurance Tester - $45 per hour

Great LionHartford, Connecticut
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Mostrar másÚltima actualización: hace más de 30 días
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WAREHOUSE

WAREHOUSE

GoodwillRocky Hill, CT, United States
A tiempo completo
We are seeking a dependable and hardworking Warehouse Worker to join our team.The ideal candidate will be responsible for receiving, storing, and distributing materials, tools, equipment, and produ...Mostrar másÚltima actualización: hace 8 días
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WAREHOUSE OVERNIGHT

WAREHOUSE OVERNIGHT

Warehouse JobsSimsbury, CT, United States
A tiempo completo
As a Warehouse Overnight Team Member, you'll play a crucial role in ensuring our warehouse operations run smoothly and efficiently. You'll work in a fast-paced environment, handling various tasks fr...Mostrar másÚltima actualización: hace 8 días
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Care Coordinator

Care Coordinator

BeWell Care at HomeWindsor, CT, United States
We are seeking a Care Coordinator to join our team.In this role, you will work collaboratively with patients to determine their medical needs, develop the best course of action, and oversee their t...Mostrar másÚltima actualización: hace 20 días
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  • Nueva oferta
1ST SHIFT SELECTOR

1ST SHIFT SELECTOR

BJ's Wholesale ClubManchester, CT, United States
A tiempo completo
Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center,.BJs Wholesale Club offers a collaborative and inclusive environment where all team...Mostrar másÚltima actualización: hace 8 horas
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CNA

CNA

Civility Home CareNewington, CT, United States
A tiempo completo
CNA provide service to individuals in their own homes and communities, who need assistance caring for themselves as a result of old age, sickness, disability and / or other inflictions.Personal Care ...Mostrar másÚltima actualización: hace más de 30 días
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  • Nueva oferta
CONCIERGE

CONCIERGE

MarriottNew Britain, CT, United States
A tiempo completo
The Concierge at Marriott acts as the go-to resource for guests seeking information or services during their stay.This role involves offering personalized assistance and ensuring that guest request...Mostrar másÚltima actualización: hace 8 horas
Work From Home – Customer Product Specialist – Entry Level

Work From Home – Customer Product Specialist – Entry Level

GLSouth Windsor, Connecticut
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
VERIZON OUTBOUND REPRESENTATIVE

VERIZON OUTBOUND REPRESENTATIVE

Telecommunications and TechnologyWethersfield, CT, United States
600,00 US$ semanal
A tiempo completo
We are looking to hire self-motivated, driven and highly ambitious individuals for our inside sales organization.We are looking to fill seats for our Verizon FIOS / 5G campaign.We provide daily train...Mostrar másÚltima actualización: hace 13 días
Client Service Administrator

Client Service Administrator

Transcend Practice ManagementWest Hartford, CT, US
Hace 11 días
Salario
70.000,00 US$–75.000,00 US$ anual
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

Job Description

Client Service Administrator

Location : West Hartford, CT

Status : Full-time, Hybrid

Compensation : $70,000-$75,000 (based on experience)

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring their values to life each day : hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm's utmost attention. Being their advocate is our calling and privilege!

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Service Administrator to the team who will support the firm's lead advisors. The attributes that we are looking for in a teammate include :

  • Insistent attention to detail
  • Passionately committed to serving and caring for other people
  • Energy and enthusiasm
  • Commitment to exceeding client expectations
  • Flexibility and openness to step in and do whatever is needed to support the team
  • Interest in working on varied assignments with people across the firm
  • Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
  • Ability to anticipate the needs of the advisor and the team overall
  • Self-directed time management and prioritization capabilities and outstanding organizational skills
  • Ability to self-start, take initiative, and be proactive (will work independently 65% of the time)
  • Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
  • Poise and maturity, especially in stressful situations
  • Superior organizational skills
  • Ability to multitask and manage multiple projects as once with efficiency and accuracy
  • Team player with strong desire to be a long-term contributing member of the team
  • Able to handle multiple projects simultaneously
  • Operates successfully under deadlines
  • Able to take direction while knowing when to take the ball and run with it
  • A long view of the opportunities presented by the firm and the industry overall

If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Administrator , you can expect to :

  • Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
  • Intake, screen, organize and process all that you are able, focus the advisor's attention on the items that require her personal attention, and ensure that all activities are captured, scheduled, and completed.
  • Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor's priorities and projects, goals, and timelines and what he wants / needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
  • Coordinate the advisor's calendar availability; appropriately blocking time and coordinating commitments with the team.
  • Efficiently and productively follow procedures for various business and life events for clients and prospects from beginning to end.
  • Critical thinking and approaches in day-to-day client need and communicate with advisor when appropriate.
  • Service client accounts / portfolios, both in person, over the phone, and behind the scenes.
  • Draft paperwork for new accounts and wealth management consulting agreements
  • Handle incoming calls and client service requests
  • Schedule marketing events and assist with seminars
  • Perform mail merges and create presentations as directed
  • Create and distribute general and individual informational mailings to clients
  • Follow systems to track and set up investment transfers
  • Update the contact management system
  • Electronically file client statements, correspondence, agreements, and so forth
  • Anticipate advisor's needs and handle them proactively
  • Input updated values into appropriate planning software
  • Take on administrative assistant's duties whenever that individual is out of the office
  • Complete initial information in the financial strategy notes
  • Generate reports
  • Create Power Point presentations (as needed)
  • Review holdings for trade recommendations
  • Prep conference room, greet clients, provide refreshments
  • Schedule and prepare for client meetings; debrief meetings; and perform necessary follow up
  • Complete necessary client paperwork and draft correspondence (emails / letters) as directed
  • Take meeting financial strategy notes, note key account info, client / advisor comments and upload the debrief to client relationship management (CRM) system, add all the follow-up tasks in the household, assign to the appropriate person, and / or follow-up on the task yourself.
  • Qualifications for this role include :

  • College degree is required
  • Minimum of 2+ years of experience in an administrative or client service role in the financial services industry is required
  • Minimum of 2+ years of experience in a client-facing role is required
  • FINRA Series 6 preferred (relevant financial services experience in lieu of the series)
  • Client facing experience
  • Excellent communication and relationship management skills
  • Strong computer desktop skills are required : Microsoft Office Suite (Excel, Outlook, Word and Power Point)
  • Superior organizational skills
  • Technology-forward and internet savvy
  • Ability to adapt
  • Get in touch today so that we can get to know you! As a Client Service Administrator , you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.