Wealth Client Advisor & Service Lead
Listed on 2026-10-17
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Finance & Banking
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Customer Service/HelpDesk
Johnson Brunetti in Wethersfield, CT is seeking a Client Service Specialist to support high-net-worth clients in a wealth management setting. You will handle incoming service requests, coordinate transfers, and prepare reviews for upcoming appointments, while maintaining accurate CRM records.
The role emphasizes strong communication, organization, and teamwork within a fast-paced office alongside a Financial Advisor.
We are currently recruiting a Wealth Client Advisor & Service Lead for our team in Wethersfield, CT, United States.
We would love to welcome a new Wealth Client Advisor & Service Lead to our organisation in Wethersfield, CT, United States.
For the Wealth Client Advisor & Service Lead position at Johnson Brunetti, we are reviewing applications now.
Step into the Wealth Client Advisor & Service Lead role at Johnson Brunetti in Wethersfield, CT, United States and grow with us.
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