Client Service Associate: Wealth Advisory Operations

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 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.