Hybrid Client Service Associate – Investments

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

Benefits offered by this job

401K Plan with company match

Wellness Reimbursement Program

Generous PTO with rollover

Holidays with half days

Job summary

Fiducient Advisors in Windsor, CT, is hiring a Client Service Associate to support Institutional Investment Consultants with account administration, client servicing, and trading tasks. You will assist with money movements, documentation, and trade paperwork while upholding compliance standards.

The role emphasizes building strong client relationships, proactive communication, and leveraging AI tools to streamline operations. A 1–3 year background in finance and a Bachelor’s degree are preferred.

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 mutual funds, managers, 401(k) and/or Defined Benefit Plan administration.
• Basic understanding of cash flow objectives.
• CRM, Advent Axys, Adobe and custodial portal experience is a plus.

Responsibilities

• Act as liaison between custodians and clients; maintain client records and signers; manage distributions; open accounts; prepare standing letters of authorization.
• Assist clients or Consultants with money movements: wires, electronic funds transfers, journals, DTC/ACAT transfers in line with compliance policies.
• Draft investment trade paperwork for mutual funds, alternative assets, SMAs, per compliance policies.
• Support clients in paperwork for hedge funds and private equity subscriptions per compliance policies.
• Provide timely follow-up and proactive communication; be a knowledgeable resource for clients and colleagues.
• Build and maintain relationships; promote digital access and cash management offerings to support client needs.
• Collaborate with peers on reports, client requests, and process workflows.
• Support Institutional Consultants with daily practice including portfolio administration, audit requests, and meetings.
• Apply AI tool knowledge to support business objectives.

Skills

Microsoft Suite

Investment knowledge

CRM systems

Detail-oriented

Independent worker

Education

Bachelor’s Degree or relevant work experience

Tools

CRM

Advent Axys

Adobe

Job description

Fiducient Advisors in Windsor, CT, is hiring a Client Service Associate to support Institutional Investment Consultants with account administration, client servicing, and trading tasks. You will assist with money movements, documentation, and trade paperwork while upholding compliance standards.

The role emphasizes building strong client relationships, proactive communication, and leveraging AI tools to streamline operations. A 1–3 year background in finance and a Bachelor’s degree are preferred.