Client Service Associate

MJP Wealth Advisors; Farmington (CT); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) / Profit Sharing Plan with Safe

Medical, Dental, Vision Insurance

Job summary

Founded in 1981, MJP Wealth Advisors is an independent, SEC registered investment adviser providing wealth management and planning services in Farmington, CT. We seek a detail-oriented Client Service Associate to support our wealth advisors and deliver exceptional client experiences.

You will help with day-to-day account operations, onboarding, and ongoing client support in a fast-paced, collaborative environment. Strong communication and organization are essential.

Qualifications

• 3+ years in client service or financial services.
• Familiarity with investing, planning, and 401(k) plans is a plus.
• Strong written and verbal communication skills.
• Detail-focused and organized with ability to multitask.

Responsibilities

• Serve as a primary contact for client inquiries and coordinate communications with wealth advisors.
• Coordinate onboarding: gather client info, documents, and initiate transfers.
• Process account maintenance requests and updates.
• Support wealth advisors with materials for client reviews.
• Assist retirement plan advisors with servicing 401(k) plans.
• Maintain accurate client information and respond promptly.

Skills

Client service

Communication

Organization

Multitasking

Interpersonal skills

CRM systems

Attention to detail

Tools

CRM software

Portfolio tools

Advisory platforms

Job description

Founded in 1981, MJP Wealth Advisors is an independent, SEC registered investment advisor that helps high-net-worth individuals, families, and businesses navigate their financial futures through comprehensive wealth management, personalized financial planning, and sophisticated investment strategies.

MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Farmington, CT. In this role, you’ll work closely with our wealth advisors to deliver an exceptional client experience, support day-to-day account operations, and help ensure our clients receive responsive, personalized service. The ideal candidate is a proactive team player with strong communication skills, excellent attention to detail, and the ability to thrive in a collaborative, fast-paced environment.

Key Responsibilities

• 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.

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, with the confidence to interact directly with clients.
• 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.
• A collaborative mindset, a willingness to learn, and a commitment to providing outstanding client service.

Company Benefits

• 401(k) / Profit Sharing Plan with Safe Harbor Contributions
• Comprehensive Medical Insurance, Dental Insurance, and Vision Insurance