About this role
Private Client Group Support Associate at Bankwell Financial Group. Location: New Canaan, Connecticut, United States. Role: supporting clients, managing onboarding, maintaining records Requirements: 3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint Commitment: Full Time Workplace: Onsite Languages: English