Client Service Associate

Wealthspire Advisors; West Hartford (CT); On-site; USD 53,000 - 65,000; Full time

Job summary

A leading company in wealth management is seeking a Client Service Associate in West Hartford, CT. The role involves building client relationships, managing requests, and ensuring efficient processing. They offer a competitive salary along with benefits and value diverse skills in their hiring process.

Benefits

PTO

401(k) match

Health programs

Performance incentives

Qualifications

• Recent grads with relevant internships/experience considered.
• At least 2 years of related industry experience preferred.

Responsibilities

• Develop and maintain strong relationships with clients and advisors.
• Handle client requests like money movements and account inquiries.
• Manage paperwork flow and ensure smooth processing.

Skills

Attention to detail

Team-oriented mindset

Proficiency in Microsoft Office

Problem-solving

Education

College degree preferred

Tools

CRM software

Financial software

Job description

Join to apply for the Client Service Associate role at Wealthspire Advisors.

Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations across the East Coast, West Coast, Midwest, and Mid-Atlantic regions. We specialize in providing exceptional service by pairing tailored portfolios with personalized financial plans and dedicated service teams. Our goal is to simplify financial lives and help clients fulfill their aspirations. As a subsidiary of NFP Corp, we have access to extensive resources and partnerships, supporting our commitment to transparency, collaboration, and accountability. This CSA role supports our wealth management division.

Responsibilities include:

• Developing and maintaining strong relationships with clients, advisors, and team members.
• Handling client requests such as money movements, account inquiries, check re-orders, and charitable confirmations.
• Managing client paperwork flow and ensuring smooth processing.
• Answering calls, resolving issues, and updating client information using CRM tools.
• Collaborating with other teams for client paperwork and scheduling.
• Preparing client communications and assisting with appointment scheduling.

Qualifications:

• College degree preferred; recent grads with relevant internships/experience considered.
• At least 2 years of related industry experience preferred.
• Attention to detail, ability to prioritize, and team-oriented mindset.
• Proficiency in Microsoft Office; experience with CRM and financial software a plus.

We offer a competitive salary range of $53,000 – $65,000, based on experience and location, along with benefits such as PTO, holidays, 401(k) match, health programs, and performance incentives.

Wealthspire and NFP are equal opportunity employers. If you see yourself excelling in this role, apply even if you don’t meet every qualification. We value diverse skills and experiences.

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Customer Service
• Industry: Insurance