Connecticut Wealth Management (CTWM)
Farmington, CT, USA
Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work. The Client Service Associate plays an important role in delivering exceptional service and operational support to the Client Service Specialist and, inevitably, clients. This position requires strong attention to detail, a commitment to learning the role, and the ability to execute essential servicing transactions accurately and efficiently. The ideal candidate will demonstrate a foundational understanding of industry concepts, firm processes, and compliance standards while actively supporting the team’s adherence to service standards. Responsibilities: Support of Client Engagements Actively seeks to learn about clients and their preferences using meeting notes, client profiles, and other resources. Assists with client engagement activities, including the preparation of gifts and birthday cards. Participates in...


