(Entry Level) Client Service Associate

Atlantic Group; Connecticut; On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Child care support

Paid maternity leave

Student loan assistance

Disability insurance

Tuition assistance

Paid paternity leave

Job summary

A financial services firm in Connecticut is looking for an entry-level candidate to serve as a primary contact for investors and financial advisors. Responsibilities include managing relationships with third-party transfer agents and overseeing compliance processes. Ideal applicants will have strong analytical skills, attention to detail, and the ability to manage multiple tasks. This is a full-time role offering competitive benefits including medical insurance and 401(k).

Qualifications

• 0–3 years of professional experience in financial services required.
• Strong analytical mindset and attention to detail needed.
• Capability to manage multiple priorities and work independently.

Responsibilities

• Serve as a primary contact for investors and advisors.
• Manage relationships with third-party transfer agents.
• Oversee daily compliance processes and conduct annual reviews.

Skills

Analytical mindset

Problem-solving skills

Attention to detail

Organizational abilities

Team player

Self-motivated

Job description

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This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $85,000.00/yr

Key Duties:

• Serve as a primary point of contact for investors, financial advisors, and internal partners, addressing questions and resolving issues via phone and email.
• Manage relationships and activities with multiple third-party transfer agents.
• Coordinate with broker-dealers and custodial institutions to ensure smooth operations.
• Oversee daily compliance processes
• Conduct annual reviews of shareholder tax documentation.
• Maintain and update client-facing forms, applications, and related documentation.
• Assemble and distribute quarterly tender offer packages for select alternative investment products.
• Monitor and reconcile monthly subscription and redemption activity for alternative strategies.
• Review and verify monthly account statements for accuracy.

Skills & Experience

• 0–3 years of professional experience in the financial services sector.
• Strong analytical mindset with excellent problem-solving skills and the confidence to seek clarity when needed.
• Exceptional attention to detail, strong organizational abilities, and the capability to manage multiple priorities.
• Collaborative team player with a proactive approach, professional presence, and strong work ethic.
• Self-motivated and comfortable working in a dynamic, high-volume environment both independently and as part of a team.
• Proven ability to handle sensitive information with discretion.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Investment Management

Industries

• Investment Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Child care support
• Paid maternity leave
• Student loan assistance
• Disability insurance
• Tuition assistance
• Paid paternity leave