Client Success Specialist Position Available In South Central Connecticut Planning Region, Connecticut

Client Success Specialist EMK Financial, LLC Milford, CT Job Details Part-time $17 – $22 an hour 18 hours ago Benefits Paid time off Qualifications Bilingual Microsoft Word Spanish Teamwork Microsoft Excel Microsoft Access Microsoft Outlook Salesforce English Databases Attention to detail Customer support ticket management Computer skills Phone call management Phone etiquette Associate’s degree Client email correspondence Communication skills Entry level Time management Face-to-face communication Client interaction via phone calls Full Job Description Full job description About us New Canaan Group is a wealth management firm dedicated to educators, business professionals, individuals & families. Our mission is to provide the freedom and confidence that comes from knowing you have a plan and someone to turn to.

LOCATION

:

Milford, CT TYPE:

Part-Time W2 (20-25 hours per week)

DESCRIPTION

We are seeking a Part-Time Client Success Specialist to work with one of our Financial Advisors out of our office in Milford, CT. Our ideal candidate will be organized, detail oriented and looking for an opportunity to thrive in a high-paced environment. We are growing and looking for a team-oriented individual to join our flourishing financial services group within a larger organization. www.

NewCanaanGroup.com

Expectations/administrative Functions:

Timely processing of service requests, investment transfers, and new business Maintain existing and new business spreadsheet and update status of requests daily while seeing tasks through to completion Regularly communicate progress of all requests to financial professional and clients Act as client liaison: answer phone calls & emails in a timely, ethical, pleasant, and professional manner Maintain client databases and ensure appropriate filing and storing of client files/information Reach out to clients via phone or email to schedule reviews/meetings to help maintain proactive contact Assist with meeting preparation and completion of applications and forms Interact and collaborate with members of the team, other financial professionals, and company employees respectfully and professionally Ideal candidate will be: Takes initiative, able to manage multiple tasks, prioritize workflow, and communicate progress or setbacks to others An attentive individual with excellent communication, organizational, and time management skills Computer savvy and experienced with Microsoft Word, Excel and Outlook. Familiarity with Microsoft Access preferred. Familiar with CRM databases such as Salesforce, Microsoft Access, or similar Willing to learn and implement new technology and office procedures as available and help identify/suggest process improvements Bilingual in English/Spanish is a plus Work Remotely Open to discuss hybrid model after initial training period We offer the opportunity for continued professional development in a friendly corporate environment. Equitable Advisors is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. Equitable Advisors, LLC (NY, NY 212-314-4600) member

FINRA, SIPC.

New Canaan Group is not owned or operated by Equitable Advisors.

EOE, M/F/D/V.AGE- 7565032.1

(1/25)(Exp.1/29)

Job Type:

Part-time Pay:

$17.00 – $20.00 per hour

Schedule:

Monday to Friday Ability to

Commute:

Milford, CT 06461 (Required) Ability to

Relocate:

Milford, CT 06461: Relocate before starting work (Required)

Work Location:

Hybrid remote in Milford, CT 06461

Job Type:

Part-time Pay:

$17.00 – $22.00 per hour Expected hours: 20 – 25 per week

Benefits:

Paid time off

Compensation Package:

Yearly bonus

Work Location:

In person