Client Service Expert

3 weeks ago


Farmington, Connecticut, United States Carson Group Holdings, LLC Full time
Job Title: Client Service Expert

We are seeking a highly skilled Client Service Expert to join our team at Carson Group Holdings, LLC. This individual will be responsible for providing exceptional service and support to clients, exceeding their expectations and ensuring seamless experiences.

About the Role

The Client Service Expert will work closely with our financial advisors and other stakeholders to ensure that client needs are met efficiently and effectively. This includes coordinating projects, training, and ongoing development of improved office procedures. The successful candidate will have excellent planning and organizational skills, as well as the ability to manage multiple projects with precision and pride.

Key Responsibilities
  • Provide white-glove service and communication to advisors and clients
  • Maintain accurate and complete client information in our database
  • Take ownership of asset transfers to ensure seamless and timely delivery
  • Work closely with advisors to ensure compliance of periodic client reviews
Requirements

To be considered for this role, you must have a strong desire for research and problem-solving, unwavering attention to detail, and a natural ability to learn. You should also have experience working in the financial or banking industry, preferably with knowledge of Financial Advisor office tools such as Orion, Goldmine, Redtail, SalesForce, etc.

What We Offer

We offer a competitive base salary of $60,000 - $80,000 per year, depending on experience, plus bonus potential, 401(k) matching, health benefits, and a great working environment. Our company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.



  • Farmington, Connecticut, United States Massage Envy Full time

    Are you looking for a sales and client services role that offers a dynamic and supportive work environment? Massage Envy West Farm is hiring a Sales and Client Services Specialist to join their team. In this role, you will be responsible for providing exceptional customer service, promoting our services, and building strong relationships with clients.The...


  • Farmington, Connecticut, United States J. Jill Full time

    About the Role:We are seeking a skilled Sales and Service Expert to join our team at J. Jill.Responsibilities:Greet customers promptly and provide genuine service.Build customer loyalty by creating connections and providing personalized recommendations.Guide customers in selecting looks that flatter their style.Assist customers in building great wardrobes...


  • Farmington, Connecticut, United States Sephora Full time

    About Us:We're a leader in the beauty industry, committed to empowering our clients to find their perfect beauty match. As a Beauty Advisor, you'll play a key role in helping clients achieve their beauty goals.Job Description:Client Consultations: Engage with clients to understand their beauty needs and preferences, offering personalized advice and product...

  • ADP HR Tool Expert

    4 days ago


    Farmington, Connecticut, United States Compunnel Inc. Full time

    Role DescriptionAs an ADP Enterprise HR EV5 Software Developer at Compunnel Inc., you will play a pivotal role in designing, developing, and implementing customized software solutions that meet the unique needs of our clients. This involves working closely with cross-functional teams to ensure seamless integration and deployment of software...


  • Farmington, Connecticut, United States Talent Software Services Full time

    Job OverviewTalent Software Services is seeking a highly skilled Data Consultant I Expert to join the GBAM Operations Tax and Control Banking Outreach team. As a member of this team, you will be responsible for supporting all elements of the collection, validation, and inquiry process of the FATCA and CRS tax regulations.The GBAM Operations Tax and Control...


  • Farmington, Connecticut, United States Massage Envy Full time

    About Our Culture:We're a dynamic and energizing environment where you'll consistently be challenged and never bored.As a Client Relationship Manager, you'll be responsible for establishing and maintaining strong relationships with members and guests to grow and retain a client base.You'll help new clients understand the benefits of receiving regular...


  • Farmington, Connecticut, United States Massage Envy Full time

    At Massage Envy West Farm, we're seeking a skilled Client Relationship Ambassador to join our wellness community. As a key member of our team, you'll play a vital role in establishing and maintaining strong relationships with members and guests.We're looking for someone who is passionate about helping others achieve their wellness goals. If you have...


  • Farmington, Connecticut, United States Franklin Painting LLC Full time

    About UsFranklin Painting LLC has one mission: to enhance the appearance and value of residential properties. We understand that homeowners invest their life savings into their homes, which is why we strive to deliver exceptional results that exceed customer expectations. Our team relies on skilled professionals like you to 'paint smiles' and provide a...

  • Product Expert

    3 days ago


    Farmington, Connecticut, United States Talbots Full time

    Position SummaryThe Retail Sales Associate role at Talbots offers an exciting opportunity to join a reputable company and contribute to its ongoing success.ResponsibilitiesYou will be responsible for:Developing and maintaining a thorough understanding of our products and servicesProviding expert advice and recommendations to customers to enhance their...


  • Farmington, Connecticut, United States TRUMPF Full time

    Are you a motivated individual looking for a challenging role that offers opportunities for growth and development? Do you have a strong technical background and excellent communication skills? If so, we encourage you to apply for the Field Service Engineer position at TRUMPF.In this role, you will be responsible for installing, servicing, troubleshooting,...


  • Farmington, Connecticut, United States Call The Bee Full time

    Are you a driven and customer-focused individual looking for a new challenge? We're seeking a Client Support Specialist to join our team at Call The Bee. As a key member of our contact center, you'll be responsible for delivering exceptional customer service and exceeding performance-based goals.In this role, you'll have the opportunity to:Develop and...


  • Farmington, Connecticut, United States Madewell Full time

    About Madewell">Madewell is a fashion retailer that values individuality and self-expression. We offer a unique shopping experience, with high-quality denim products and stylish clothing for men and women.">About the Role">We are seeking a skilled Fashion Retail Sales Expert to join our team at Westfarms. As a Sales Associate, you will be responsible for...


  • Farmington, Connecticut, United States Anthropologie Full time

    About the RoleWe are seeking a highly skilled Sales Associate Expert to join our team at Anthropologie.This role is responsible for driving sales through providing exceptional customer experiences, building productive relationships with peers, and maintaining visual and operational standards.The successful candidate will have experience in customer service,...


  • Farmington, Connecticut, United States Center for Advanced Reproductive Services Full time

    Company Overview: We are a leading fertility clinic dedicated to providing the best possible care to our patients. Our team of experts is committed to helping families achieve their dream of starting a family.Job Description:We are seeking a highly skilled Senior Embryologist to join our team at the Center for Advanced Reproductive Services.As a Senior...


  • Farmington, Connecticut, United States EmblemHealth Full time

    Job Summary:The Senior Customer Service Associate will play a key role in providing exceptional customer service to our members. As a Subject Matter Expert, you will be responsible for resolving complex issues, mentoring and coaching colleagues, and participating in cross-functional projects. You will also serve as a backup for leadership team members and...


  • Farmington, Connecticut, United States Orion Talent Full time

    Job SummaryWe are seeking an Electromechanical Systems Training Expert to join our team at Orion Talent. As a key member of our training department, you will be responsible for delivering high-quality training classes to our personnel and customers on various product lines. This is a fantastic opportunity to leverage your technical expertise and passion for...


  • Farmington, Connecticut, United States Massage Envy Full time

    About UsAt Massage Envy West Farm, we're passionate about helping our clients feel their best. Our team is dedicated to delivering an exceptional experience and growing a loyal client base. We're committed to supporting our employees in their careers and providing opportunities for growth.Job DescriptionWe're seeking a highly skilled Customer Service...


  • Farmington, Connecticut, United States Massage Envy Full time

    OverviewMassage Envy is a leading wellness center dedicated to helping clients achieve their health and wellness goals. As a Sales & Customer Service Associate, you will play a vital role in promoting our services and creating a positive experience for our clients.

  • Care Services Manager

    3 weeks ago


    Farmington, Connecticut, United States Community Residences Full time

    About the OpportunityWe are seeking a skilled and dedicated Care Services Manager to join our team at Community Residences. As a Care Services Manager, you will be responsible for overseeing the delivery of high-quality care and support services to our clients.The ideal candidate will have a strong background in human services, with a focus on care...


  • Farmington, Connecticut, United States LAZ Parking LTD, LLC Full time

    Company OverviewLAZ Parking LTD, LLC is a leading parking company with a strong commitment to providing exceptional customer service. Our team of experts is dedicated to delivering high-quality services that meet the needs of our clients.