Client Experience Specialist – Wealth Advisory

MJP Wealth Advisors; Westport (CT); Sur place; USD 52 000 - 75 000; Plein temps

Avantages offerts par ce poste

401(k) / Profit Sharing Plan

Medical Insurance, Dental Insurance, &

Résumé du poste

MJP Wealth Advisors in Westport, CT is seeking a detail-oriented Client Service Associate to join our team. You will work closely with wealth advisors to deliver an exceptional client experience, support day-to-day account operations, and help ensure clients receive timely, personalized service.

The ideal candidate has at least 3 years of client service or financial services experience, strong communication skills, and excellent attention to detail in a fast-paced environment.

Qualifications

• 3+ years of client service and/or financial services experience.
• Familiarity with investing, financial planning, retirement planning, and/or 401(k) plans is a plus.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to multitask, prioritize responsibilities, and meet deadlines in a fast-paced environment.
• Strong technical skills and the ability to learn web-based CRM, portfolio reporting, and advisory platforms.

Responsabilités

• Client Relationships & Service: Serve as a primary point of contact for client inquiries, address service requests, resolve issues, and coordinate communication between clients and wealth advisors.
• New Client Onboarding: Coordinate the onboarding process, including gathering client information and required documentation, initiating account transfers, and monitoring account setup.
• Account Administration: Process account maintenance requests, including money transfers, address changes, and personal information updates.
• Advisor Support: Provide operational and administrative support to wealth advisors, including preparing performance reports and other materials for client review meetings.
• Retirement Plan Support: Assist retirement plan advisors with servicing 401(k) plans and responding to the needs of plan sponsors and participants.
• Ongoing Client Support: Help maintain accurate account information and ensure client requests are handled efficiently and with attention to detail.

Connaissances

Client service

Financial services knowledge

Communication skills

Attention to detail

Outils

CRM software

Portfolio reporting tools

Advisory platforms

Description du poste

MJP Wealth Advisors in Westport, CT is seeking a detail-oriented Client Service Associate to join our team. You will work closely with wealth advisors to deliver an exceptional client experience, support day-to-day account operations, and help ensure clients receive timely, personalized service.

The ideal candidate has at least 3 years of client service or financial services experience, strong communication skills, and excellent attention to detail in a fast-paced environment.