Client Service Associate – Wealth Management & Institutional

AON PLC; Windsor (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous PTO with optional rollover

401K Plan with company match

Exclusive Wellness Benefit Programs

Cell Phone Reimbursement Program

Job summary

Fiducient Advisors, part of Wealthspire, is seeking a Client Service Associate to support Institutional Investment Consultants with account administration, client servicing, trading, and related projects. The role involves liaising with custodians and clients, processing money movements, and preparing trade paperwork.

Ideal candidates have a Bachelor’s degree or relevant experience, 1–3 years in investment consulting or financial services, and proficiency with Microsoft Office.

Qualifications

• Bachelor’s Degree or relevant work experience
• 1-3 Years in Investment Consulting or Financial Industry Experience
• Proficiency in Microsoft Suite
• Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures
• Basic understanding of cash flow objectives
• Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus

Responsibilities

• Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc.
• Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC and non-ACAT transfers in a timely manner while abiding by the Company’s Compliance policies
• Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company’s Compliance policies
• Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company’s Compliance policies
• Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues
• Conduct outreach to build and maintain strong relationships with our client-base and identify firm services and solutions that support our clients’ needs
• Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows
• Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc.
• Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects
• Apply knowledge and use cases of AI tools to support business objectives and streamline operations.

Skills

Microsoft Office

CRM experience

Investment knowledge

Communication skills

Education

Bachelor’s Degree

Tools

Advent Axys

Adobe

Custodial portal

Job description

Fiducient Advisors, part of Wealthspire, is seeking a Client Service Associate to support Institutional Investment Consultants with account administration, client servicing, trading, and related projects. The role involves liaising with custodians and clients, processing money movements, and preparing trade paperwork.

Ideal candidates have a Bachelor’s degree or relevant experience, 1–3 years in investment consulting or financial services, and proficiency with Microsoft Office.