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. CTWM is currently hiring an experienced Senior Client Service Specialist to serve as the operational leader of an advisory team. This role is ideal for a service-minded professional who thrives in a fast-paced environment, takes initiative, and is passionate about mentoring others.

Primary Responsibilities:

• Serve as a trusted point of contact for clients—handling service requests, providing timely communication, and ensuring seamless client experience.
• Join and contribute to client meetings, handling service-related topics and follow-up with precision.
• Build strong relationships with clients while fostering a collaborative team approach to service.
• Provide client education and support on digital tools such as online portals, document vaults, and e-signature systems.
• Operational Leadership – acts as the “COO” of the advisory team—leading day-to-day client operations, tracking deliverables, and ensuring all deadlines are met.
• Take ownership of service workflows, anticipating needs and driving accountability for timely execution.
• Identify inefficiencies and recommend improvements to service processes, data management, and team structure.
• Run reports to monitor client activity, ensure data integrity, and support client review preparation.
• Execute a wide range of client transactions: account openings, transfers, rollovers, deposits, withdrawals, EFTs, wires, beneficiary changes, and more.
• Perform precise calculations for tasks like tax withholdings, RMDs, and share conversions.
• Coordinate directly with custodians (e.g., Fidelity) to resolve complex servicing issues efficiently and professionally.
• Serve as a role model and mentor other Client Service Specialists—providing day-to-day guidance and technical training as needed.
• Lead by example in embodying CTWM’s service standards, culture, and core values.
• Participate in the onboarding and training of new service team members.
• Support the development of firmwide best practices by collaborating with teammates and proactively sharing insights.
• Transactional Execution

Requirements:

• Bachelor’s degree preferred
• 3+ years of experience in financial services, ideally supporting high-net-worth clients in a client service or operations capacity.
• A natural team player—motivated to help others grow and succeed.
• Excellent organizational skills with the ability to multitask, prioritize, and lead within a dynamic environment.
• Excellent communication and interpersonal skills with a proactive, service-oriented mindset.
• Comfort with financial concepts and digital tools (Microsoft Office proficiency required; Salesforce experience is a plus)
• Ability to work regularly in our Farmington, CT office, with work-from-home flexibility.

Why Work with Us?

CTWM’s mission goes beyond its clients to include its rapidly growing team of driven individuals. The firm is committed to creating career paths and growth opportunities for every team member. For almost 15 years, CTWM has built an inclusive and fun-loving work environment that aims to build genuine connections with both clients and team members. Additionally, the firm is committed to devoting time and resources to charities and volunteer work in the surrounding community.

Benefits:

• Medical, dental & vision insurance (with full HSA contribution)
• Firm-paid life, short- and long-term disability
• Five (5) weeks of paid vacation
• Paid parental leave and longevity sabbatical
• 401(k) with employer contributions
• Paid certifications and continuing education
• On-site gym, robust wellness program, and paid volunteer time

To apply, please send your resume to Deborah Hopper at [email protected].