Client Experience Associate

National Financial Partners; Westport (CT); On-site; USD 63,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

Wealthspire Advisors in Westport, CT is seeking a Client Service Associate to forge and nurture relationships with clients, advisors, and team members. You will handle money movement requests, account inquiries, check re-orders, and charitable giving confirmations, ensuring smooth paperwork flow and reliable service.

This role relies on CRM tools to manage tasks, update client data, and coordinate with other Wealthspire teams.

Qualifications

• College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
• Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
• Numerical accuracy and attention to detail (required).
• Ability to prioritize tasks and work in a team environment.
• Desire to learn, be resourceful, and think outside the the box.
• Professional appearance and manner.
• Proficiency in Microsoft Office is required; experience with CRM, portfolio management, and document management software is a plus.
• Continuously exhibits personal integrity and professional initiative and a personable.

Responsibilities

• Develop and maintain strong relationships with clients, advisors and team members across the firm.
• Interact directly with clients regarding money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Manage distribution/receipt of clients’ paperwork.
• Answer phone calls, resolve issues, and/or take messages as needed.
• Utilize CRM application to perform functions like submitting/assigning tasks, onboarding/offboarding of clients, new contracts, and RMD requests; update contact entries and track tasks.
• Collaborate with Wealthspire teams, coordinating preparation and submission of client paperwork.
• Prepare client letters/emails as needed.
• Assist advisors with scheduling client meetings and calendar management.
• Confirm appointments directly with clients, via email and/or phone.
• Perform other duties as and when needed.

Skills

Attention to detail

Team collaboration

Communication skills

Resourcefulness

Professionalism

Time management

Education

College degree (preferred)

Tools

Microsoft Office

CRM software

Document management software

Job description

Wealthspire Advisors in Westport, CT is seeking a Client Service Associate to forge and nurture relationships with clients, advisors, and team members. You will handle money movement requests, account inquiries, check re-orders, and charitable giving confirmations, ensuring smooth paperwork flow and reliable service.

This role relies on CRM tools to manage tasks, update client data, and coordinate with other Wealthspire teams.