Client Services Associate

Client Service AssociateBoutique Wealth Management FirmNorwalk, CTOverviewBoutique 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.HighlightsServe as a primary lead for client onboarding and private wealth client servicesProvide an excellent client experience for high net worth clientsParticipate in the growth of a dynamic, independent RIA by servicing client needs, and working within custodial and portfolio management systems to maintain operational excellenceStrong culture of teamwork, work life balance and personal and professional developmentCompetitive compensation package including benefits and bonusesRequirementsBachelor's Degree2+ years experience in Client Services within an RIATrack record of professionalism, adaptability, attention to detail, and time management

Created: 2025-01-25