Client Experience Manager, Wealth & Onboarding

Trivium Point Advisory LLC; Wilton (CT); On-site; USD 52,000 - 76,000; Full time

Job summary

Trivium Point Advisory LLC is seeking a Client Services Associate (Relationship Manager) to support advisors and high-net-worth clients in comprehensive financial planning and investment guidance. The role emphasizes onboarding, account transfers, and day-to-day operational support within a wealth management context.

The position offers exposure to client services at the back-office level, helping ensure accurate client records, smooth onboarding, and timely processing of routine client requests.

Qualifications

• Highly motivated and detail-oriented with interest in financial services.

Responsibilities

• Assist with onboarding of new clients and collecting/reviewing required documents.
• Learn and assist with ACATs (account transfers) from start to finish and track transfer progress.
• Support day-to-day operations including updating client information and basic account maintenance.

Skills

Detail orientation

Motivation

Interest in financial services

Job description

Trivium Point Advisory LLC is seeking a Client Services Associate (Relationship Manager) to support advisors and high-net-worth clients in comprehensive financial planning and investment guidance. The role emphasizes onboarding, account transfers, and day-to-day operational support within a wealth management context.

The position offers exposure to client services at the back-office level, helping ensure accurate client records, smooth onboarding, and timely processing of routine client requests.