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Data scientist • hartford ct
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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 :
Qualifications for this role include :
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.