$27 an hour 5 hours ago Benefits Paid parental leave Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance 401(k) matching Qualifications Microsoft Excel Microsoft Outlook Writing skills Windows Attention to detail Full Job Description Insurance/Investment Operations Associate Keep the Machine Running So Families Can Build Wealth Entry-Level, Full-Time, Glastonbury, CT We're a rapidly growing team of financial advisors within Barnum Financial Group looking for a sharp, driven Client Service Associate to support our senior advisors.

We're young in age but not in experience: the average advisor on our team is 33, with a decade-plus in the industry. We operate with intensity inside an established, well-respected firm. If you want a place to learn fast, be trusted with real responsibility, and grow a serious career in the financial services industry, keep reading. Our Core Values (How We Show Up Every Day) At the heart of everything we do are four values that drive every decision: Integrity

We do the right thing, especially when no one is looking. Clients' interests come first, even when it costs us time or money. Intelligence
We refuse to coast. We read, study, and improve our thinking so our clients benefit from clearer decisions and better strategies. Insight
We help clients see the full picture, not just their investments, but how money fits into their life, career, and family. Inspiration
Great planning should help people become the best version of themselves
and, when they can, pay that forward to others.

If these don't resonate, this role will feel like a grind, not an opportunity. What You'll Do (Initial Responsibilities) You'll be trained in industry-specific tasks.

Early responsibilities include:

Enter client account data for new Advisory and Brokerage accounts, Annuities, Life insurance, and other insurance products with a high degree of accuracy Track the status of new accounts from initial data entry through account approval and funding, updating Salesforce tasks and notes as you go Process and log accompanying service items tied to new accounts Receive and send physical mail related to new business As you master the basics, you'll earn more complex and higher-impact responsibilities. We will train you, but you are responsible for meeting the standards. You're a

Strong Fit If You Have:

Core traits:

Initiative:

You don't wait to be told twice; you see what needs doing and do it. Willingness and Ability to

Learn:

You learn systems quickly and ask questions.

Work Ethic:

You show up, on time, prepared, and follow through.

Positive Attitude:

You bring steady, solution-focused energy to our team & clients.

Skills:

Strong written and verbal communication in a team-based environment High proficiency with Microsoft Office (especially Excel, Teams, and Outlook) Comfortable in a Windows environment High attention to detail and the ability to prioritize in a busy, dynamic setting Industry experience is preferred but not required . We care more about your capacity to learn and execute at a high level than specific past titles.

This Role Is Not For You If:

You want a \"clock in, clock out\" job with minimal responsibility You dislike details, structure, or documentation You struggle to stay organized across multiple tasks and deadlines You're looking for a short-term stop instead of a multi-year career path We are building people who can grow with us long term. We invest heavily in training, and we expect you to bring the effort to match.

Role Overview Title:

Insurance/Investment Operations Associate Type:

Full-time, entry-level (growth-focused)

Location:

Glastonbury Office (primary), potential for 1 remote day per week

Hours:

9 a.m.

5 p.

Pay:

$23

$27 per hour, based on experience and capability You will be the operational backbone for our business processing: handling new accounts from start to finish, so advisors can focus on giving great advice.

How to Apply (Stand Out Here) We don't just want a resume; we want to understand who you are . To be considered, you must send your resume and a brief note (5-10 sentences) answering the two prompts below. Applications without this note will not be reviewed. Why this role specifically interests you Where you've demonstrated integrity, intelligence, insight, or inspiration in your life and work so far

Email:

The more clearly you show us how you think and work, the more likely you are to be invited for an interview.

Pay:

$23.00

$27.

00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid parental leave Paid time off Vision insurance

Work Location:

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