Wealth Management Specialist, Sr. jobs in Norwich, CT

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Sr. Services Specialist - IP Office
  • NWN Carousel
  • Exeter, RI OTHER
  • Company Overview

    NWN Carousel is the leading Cloud Communications Service Provider (CCSP) focused on transforming the customer and workspace experience for commercial, enterprise, and public sector organizations. We deliver hybrid work experiences for millions of users across North America’s 7,000 leading organizations. Our integrated devices, communications apps, AI-enabled contact centers, networking, security, and analytics allow our customers to learn, discover, work, and connect from anywhere - all delivered as a cloud service that’s simple to use and manage. To learn more about our solutions please visit www.nwncarousel.com

    Responsibilities

    Responsible for monitoring all client related network activity and triaging, diagnosing and remediating escalated, voice, data and/or converged technology related problems. Work as a team with vendors, client personnel, various support teams and project personnel. Utilize existing tools to proactively recognize issues and trends. Works to provide timely and effective resolution of issues to meet business requirements and Service Level Agreements. Provides follow up to ensure proper problem and resolution management is being done to prevent recurring incidents.

     

    Essential Duties and Responsibilities:

    I. Customer Support

     

    • AVAYA IP Office MACD and CMAC skills a plus,  willing to train.
    • Provides guidance and assistance to Technical Analyst with basic technology related issues.
    • Responsible for identifying source of incident and issues including detection of system, application or performance degradation or unavailability.
    • Triage, diagnose and remediate client problems using existing troubleshooting documents as well as own knowledge of networking equipment and operations.
    • Coordinates all required resources for applying fixes to recurring incidents and issues.
    • Recognize and appropriately escalates client issues to proper resources in the event resolution cannot be reached, including providing detailed and immediate notification and updates to key individuals/groups affected.
    • Maintain discipline and professionalism during all interactions and in all verbal or written communications.
    • Ability to be assigned to different work schedules and/or shifts outside of normal working schedule to meet business needs. This may include, but is not limited to, participating in on-call rotation with peers and/or providing coverage on holidays in order to meet 24x7 response requirements.

    II. Reporting/ Information Resources

    • Performs routine reporting and analysis of data elements via various client access methods/ systems.
    • Responsible for inputting data into Carousel’s ticketing, alarming and other internal tracking systems.
    • Identifies and researches account discrepancies to ensure data consistency between systems.
    • Corrects and updates system information as needed.

     

    III. Analysis, Problem Solving and Service Planning

    • Responsible for making decisions in resolving problems of a technical nature within pre-defined limits, referring anything of a more complex nature to team members/senior staff.
    • Responds to all inquiries effectively and responsively, deciding upon appropriate follow-up action.
    • Plan and organize own day to day tasks within the parameters set out by senior staff in line with service delivery
    • Document troubleshooting steps and results within ticketing system(s) in a concise and detailed manner.

    IV. Developing Knowledge of Internal Process, Systems and Technology

    • Solid foundation of knowledge in at least one area of technology including at least one certification in product disciplines and begins to train in a second discipline, working towards additional certification(s).
    • Continues to develop solid working knowledge of the support area(s) assigned, as well as knowledge of peripheral support areas assigned to the team.
    • Continually self-educate using various training methods and tools to maintain a high level of proficiency in applicable technologies.
    • Work to develop a deeper understanding of NOC operations, including commonly used software, hardware and other equipment used to support Carousel clients; use experience to make any appropriate recommendations.
    • Become familiar with available help resources; stay updated on technology changes or problems.
    • Understand individual and departmental goals and the direction to achieve the goals.

    V. Internal Support Responsibilities

    • Advanced monitoring and maintenance of the Corporate Network.
    • Provide intermediate hardware support (Desktop/Mobile Devices) to the business.
    • Assist end users with basic troubleshooting.

     

    Non-Essential Duties and Responsibilities:

    • May be required to travel locally to client premises to troubleshoot issues on site.
    • Performs other duties as assigned.

     

    Qualifications

    • High School Diploma or equivalent required.
    • Associates Degree preferred or minimum 4 years of experience in a technical role required.
    • 2-5 years of increased responsibility and demonstrated knowledge of converged technologies.
    • Ability to provide technical support over the phone; strong telephone skills, professional demeanor, previous customer service experience required.
    • Knowledge of traditional voice, data and converged technologies, with desire to learn new technologies.
    • Excellent communication, organizational and time management skills.
    • Strong troubleshooting, problem solving and analytical skills.
    • Ability to work independently as well in a team environment.
    • Must be able to learn new things quickly, need minimal direction, and handle multiple tasks simultaneously.
    • Strong computer skills, including intermediate typing abilities.
    • Experience with Microsoft Office – intermediate to advanced (preferred).

    Physical/Mental Requirements:

     

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to:

    • Regularly analyze problems, which arise in the system environment and to correct these problems.
    • Have the mental capacity to analyze data and perform statistical analyses (computer assisted).
    • Have good interpersonal and communication skills (both oral and written) and be sensitive, adaptable, professional, and articulate when dealing with others.
    • Lift and/or move up to ten (10) pounds; occasionally lift and/or move up to twenty-five (25) pounds; and occasionally lift and/or move up to fifty (50) pounds.
    • Occasionally stoop, crouch, and reach.
    • May be required to sit for long periods of time.
    • Hone listening skills to comprehend the scope of the issue.
    • Regularly talk and hear.

    Training Requirements:

    • Throughout the year there will be opportunities to take self-paced and classroom training. This will be scheduled based on job requirements.

    NWN Carousel is an Equal Opportunity Employer: NWN Carousel provides equal employment opportunity to all employees and applicants for employment free from unlawful discrimination based on race, color, religion, gender, age, national origin, disability, veteran status, marital status, sexual orientation or any other status or condition protected by local, state or federal law.

  • 1 Month Ago

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Occupancy Specialist, Windham Heights Apartments
  • VESTA MANAGEMENT CORPORATION
  • Willimantic, CT FULL_TIME
  • DescriptionBe a part of the best team in Property Management!Welcome to Windham Heights Apartments, a Vesta community in Willimantic, CT. We are seeking an experienced, organized Occupancy Specialist ...
  • 1 Month Ago

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Burger King Management/Leadership
  • JSC Management Group LLC
  • Willimantic, CT FULL_TIME
  • DescriptionWe offer higher wages for candidates with past or present restaurant experience, and we offer world-class leadership training to assist our Leaders in achieving their personal and professio...
  • 1 Day Ago

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Burger King Management/Leadership
  • JSC Management Group LLC
  • Dayville, CT FULL_TIME
  • DescriptionWe offer higher wages for candidates with past or present restaurant experience, and we offer world-class leadership training to assist our Leaders in achieving their personal and professio...
  • 23 Days Ago

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Sr Manager Engineering
  • Amgen
  • West Greenwich, RI FULL_TIME
  • HOW MIGHT YOU DEFY IMAGINATION?If you feel like you’re part of something bigger, it’s because you are. At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming o...
  • 1 Month Ago

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Assistant Superintendent – Lake of Isles
  • KemperSports Management
  • North Stonington, CT FULL_TIME
  • About Lake of Isles Lake of Isles, a 36-hole Rees Jones-designed golf club located in North Stonington, Connecticut, opened in May 2005. Owned by the Mashantucket Pequot Tribal Nation and located acro...
  • 1 Month Ago

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0 Wealth Management Specialist, Sr. jobs found in Norwich, CT area

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Financial Advisor
  • Euclid Financial Services
  • Providence, RI
  • Job Description Job Description Euclid Financial Services is New England’s go to financial experts. We work with clients...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Hartford, CT
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/24/2024 12:00:00 AM

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Financial Analyst
  • Fidelity TalentSource LLC
  • Smithfield, RI
  • Job Description: The Role Leading the preparation and presentation of monthly business reviews and other reporting, incl...
  • 4/23/2024 12:00:00 AM

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Organizational Change Management - Manager (Gov't & Public Sector Advisory)
  • Cherry Bekaert
  • West Warwick, RI
  • Cherry Bekaert Organizational Change Management - Manager (Gov't & Public Sector Advisory) West Warwick , Rhode Island A...
  • 4/23/2024 12:00:00 AM

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Customer Care Specialist
  • Crum & Forster
  • Glastonbury, CT
  • Crum & Forster Company Overview: Since 2000, Crum & Forsters Accident & Health division (A&H) has offered a diverse port...
  • 4/23/2024 12:00:00 AM

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Retail Store Tailor Part Time
  • The Men's Wearhouse, Inc.
  • Waterford, CT
  • **Retail Store Tailor Part Time** * Waterford, Connecticut * Tailor * 22001108 Men's Wearhouse ** Share Job** ** Job Des...
  • 4/22/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Westerly, RI
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM

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Financial Advisor - career shift opportunity
  • Hiring Now!
  • Madison, CT
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/21/2024 12:00:00 AM

Norwich, known as 'The Rose of New England,' is a city in New London County, Connecticut, United States. The population was 40,493 at the 2010 United States Census. Three rivers, the Yantic, the Shetucket, and the Quinebaug, flow into the city and form its harbor, from which the Thames River flows south to Long Island Sound. According to the United States Census Bureau, the city has a total area of 29.5 square miles (76.4 km2), of which 28.3 sq mi (73.4 km2) is land and 1.2 sq mi (3.0 km2) (3.87%) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$118,315 to $169,530
Norwich, Connecticut area prices
were up 1.7% from a year ago