Job description

We’re OperationsInc., one of the largest Human Resources Consulting firms in the U.S., headquartered in Norwalk, CT. We provide a wide range of HR consulting solutions to our base of clients nationwide and are considered subject matter experts in all areas of Human Resource Management. OperationsInc has been recognized as a Top Workplace every year since 2013.

Our client is a prestigious and fast-growing wealth management firm (RIA) that is expanding to new markets, is looking for an experienced client service professional who has a passion for helping clients in the greater Hartford, CT area.

We are looking for a self-starting problem solver, with a strong sense of client service, who can think critically and wants to be part of our team.

Responsibilities:

• Provide administrative support to Client Relationship Specialists, Advisors & Planners
• Process account forms and maintain related files
• Process incoming/outgoing money movement
• Assist with marketing projects as needed
• Assist/own Operations projects as needed
• Respond to Client requests for service
• Perform other duties as needed

Requirements:

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Internet, CRM Software
• Ability to learn & adapt quickly to multiple technology platforms
• Excellent written & oral communication skills; strong listening skills; professional, positive demeanor
• Strong organizational, prioritization & project management skills
• Ability to muti-task, manage time efficiently in a fast-paced environment
• Ability to work independently or part of a team
• 1-3 years financial or investments experience preferred
• Bachelor’s Degree preferred

Our client is an equal opportunity employer. M/F/H/V

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person

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