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Hybrid Operations & Client Services Specialist; Wealth
Job in
Manchester, Hartford County, Connecticut, 06040, USA
Listed on 2026-03-01
Listing for:
Wolff Wealth Advisors
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance operational excellence and providing exceptional client support. Key tasks include application processing, client maintenance, and data management. Ideal candidates should have experience in financial services, strong organizational skills, and excellent communication skills. This position offers competitive compensation and benefits including PTO and medical reimbursement.
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