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Part-Time Wealth Operations & Client Services Specialist

Job in Manchester, Hartford County, Connecticut, 06040, USA
Listing for: Wolff Wealth Advisors
Part Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A boutique wealth advisory firm in Manchester, Connecticut, is seeking a Part-Time Operations & Client Services Administrator. This role supports advisors by mastering workflows and delivering exceptional client service. Key responsibilities include application processing, client maintenance, and data management. Ideal candidates should have experience in financial services and strong organizational and communication skills. This position offers paid leave and medical reimbursement among other incentives.
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