Officer Administrator/Client Services Associate - Financial Services jobs in United States
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Charter Oak Wealth Partners · 13 hours ago

Officer Administrator/Client Services Associate - Financial Services

positionGlastonbury, CT
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

Charter Oak Wealth Partners is a financial planning firm specializing in investments, insurance, and client service for high-net-worth clients. They are seeking a Client Service Associate to support financial planning practices and ensure client needs are met through excellent service and communication.

Financial Services

Responsibilities

Provide direct support for an established financial planning practice to help meet the practice and client’s needs throughout all aspects of the financial planning process
Serve as a direct point of contact for clients to address inquiries and service requests
Support the Financial Advisor to ensure client requests are processed and client needs are met
Support the client review meeting process from preparation to follow-up
Coordinate the development, implementation, and follow-up of client action items and deliverables
Learn and utilize CRM and internal systems to track client interactions and manage work
Provide excellent client support, ensuring high-quality service and satisfaction

Qualification

Client service experienceFinancial services experienceMicrosoft Office proficiencyCRM software proficiencyOrganizational skillsCommunication skillsSelf-motivationTeam collaboration

Required

1 – 2 years client service experience
Proficient with Microsoft Office suite: Outlook, Word, Excel, PowerPoint, Teams, and OneDrive
Proficient with or willingness to learn CRM & Financial Planning Software to include: eMoney and Redtail
Strong client service skills
Strong organizational and collaborative skills
Strong ability to communicate clearly, concisely, and professionally internally and externally
Desire to learn, grow, and contribute to the success of our clients, and the practice

Preferred

Bachelor's degree preferred, a Finance related major is a plus
Experience in financial services including financial planning, wealth management, investments, client relationship building, and client service is a plus

Benefits

Competitive salaries
Health care
401(k) benefits

Company

Charter Oak Wealth Partners

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Charter Oak Wealth Partners is a financial services firm that mainly deals in investment planning and related services.
dateFounded in 2016
location
Windsor, Connecticut, USA
people-size2-10 employees
web-link
https://www.charteroakwealth.com

Funding

Current Stage
Early Stage

Recent News

MarketScreener
LPL Financial Welcomes Charter Oak Wealth Partners
2025-02-03
citybiz
Charter Wealth Partners Joins LPL Financial
2025-02-03
Company data provided by crunchbase