Client Services & Investments Associate (Hybrid)

NFP, an Aon company; Windsor (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

401K Plan with company match

Wellness programs

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants with client servicing, account administration, and trading. Hybrid work and emphasis on AI tools for operations.

Responsibilities include handling money movements, trade paperwork, and onboarding; strong CRM and Microsoft Suite skills required. 1–3 years in finance preferred.

Qualifications

• Bachelor’s degree or relevant work experience.
• 1-3 years in investment consulting or financial industry experience.
• Proficiency in Microsoft Suite.

Responsibilities

• Act as a liaison between custodians and clients while maintaining records.
• Assist clients/Consultants with money movements (wires, transfers, ACATs) per policy.
• Draft investment trade paperwork for funds and managed accounts per policy.
• Support paperwork for hedge funds and private equity subscriptions per policy.
• Provide timely follow-up and proactive client communication.

Skills

CRM experience

Communication skills

Client service

Investment knowledge

Microsoft Suite

Education

Bachelor’s Degree or relevant work experience

Tools

Microsoft Office

Advent Axys

Adobe

Job description

Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants with client servicing, account administration, and trading. Hybrid work and emphasis on AI tools for operations.

Responsibilities include handling money movements, trade paperwork, and onboarding; strong CRM and Microsoft Suite skills required. 1–3 years in finance preferred.