Hybrid Client Service Associate - Wealth Management

Wealth Enhancement; Hartford (CT); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision coverage

401k with match

Paid time off (PTO)

Long-term disability

Job summary

Wealth Enhancement in Hartford, CT is seeking a Client Service Associate to bridge clients and the Financial Advisor, handling client paperwork, account reviews, and onboarding. This hybrid role involves in-office collaboration with the team and direct client interactions.

The position offers base salary in the range of $50,000 to $60,000 plus a discretionary bonus plan. A Bachelor’s degree and customer service experience are preferred, with opportunities for growth and professional development.

Qualifications

• Bachelor’s degree or equivalent preferred.
• 2+ years of financial administration experience preferred.
• 2+ years of customer service/administrative experience preferred.
• Strong interpersonal skills to develop team and client relationships.
• Professional presence and communication skills.
• Strong attention to detail and ability to follow processes.
• Good problem-solving skills, ability to work with deadlines and prioritize work.
• Proficient with Microsoft Office required.
• Salesforce experience a plus.
• Schwab and Fidelity experience is a plus.
• Proficient at using AI and digital tools.

Responsibilities

• Support Senior Vice President (Financial Advisor) and clients by leading and implementing the client service model.
• Facilitate new account setup at custodial level; follow up on fund transfers.
• Respond to and resolve client requests; complete necessary financial paperwork.
• Ensure accurate completion of prospect/new client paperwork and setup.
• Maintain Salesforce database and client files.
• Research and follow up on issues with custodians, vendors, and Wealth Enhancement operations.
• Learn company product suitability guidelines, financial processes, and sales processes.
• Support client service functions for all teams as requested.
• Use AI and digital tools to improve service quality and efficiency; validate outputs.

Skills

Interpersonal skills

Communication skills

Problem solving

Attention to detail

Deadline management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Salesforce

Schwab/Fidelity platforms

Job description

Wealth Enhancement in Hartford, CT is seeking a Client Service Associate to bridge clients and the Financial Advisor, handling client paperwork, account reviews, and onboarding. This hybrid role involves in-office collaboration with the team and direct client interactions.

The position offers base salary in the range of $50,000 to $60,000 plus a discretionary bonus plan. A Bachelor’s degree and customer service experience are preferred, with opportunities for growth and professional development.