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 . Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. The Manager, Client Service serves as the direct leader and primary point of accountability for the firm’s service team. This role ensures operational excellence, client experience consistency, and team development through proactive leadership, training, and collaboration with advisory and management teams. Key Responsibilities Leadership & Team Management Serve as the day-to-day leader and go-to resource for the CSS team. Provide guidance on complex client issues, ensuring timely and effective resolution. Lead Service Team L10 meetings — set the agenda, review rocks, track to goals, and promote open communication. Maintain team accountability for best practices, system data integrity,...
