Client Service Associate

Boutique Wealth Management Firm

Norwalk, CT

Overview

Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and private wealth client services
• Provide an excellent client experience for high net worth clients
• Participate in the growth of a dynamic, independent RIA by servicing client needs, and working within custodial and portfolio management systems to maintain operational excellence
• Strong culture of teamwork, work life balance and personal and professional development
• Competitive compensation package including benefits and bonuses

Requirements

• Bachelor’s Degree
• 2+ years experience in Client Services within an RIA
• Track record of professionalism, adaptability, attention to detail, and time management