Hybrid Client Service Associate – Wealth Management

Fiducient Advisors; Hartford (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness Benefit Programs

Professional Development Designation

Job summary

Fiducient Advisors is a trusted partner for wealth and institutional clients, offering a hybrid work model with three days in the office and two days remote. The Client Service Associate supports investment consultants in account administration, client servicing, and project work, enabling clients to reach their goals.

Requires a bachelor’s degree or relevant experience, 1–3 years in investment consulting, 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 mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred.
• Basic understanding of cash flow objectives.
• Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus.
• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.
• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Responsibilities

• Serve as liaison between custodians and clients; maintain records and authorized signers.
• Assist with money movements: wires, transfers, journals, and custodial transfers in a timely manner.
• Draft investment trade paperwork for Mutual Funds, Alternative Assets, and SMAs per policy.
• Support subscription agreements for Hedge Funds and Private Equity.
• Provide timely follow-up and proactive client service; be a knowledgeable resource for clients and colleagues.
• Build relationships and identify services to meet client needs (digital access, cash management).
• Maintain client records and workflows; collaborate with peers on operations and reports.
• Support Institutional Consultants with daily portfolio administration and client requests.
• Apply knowledge and use cases of AI tools to support business objectives.

Skills

Microsoft Suite

Investment knowledge

CRM systems

Public speaking

Communication

Education

Bachelor’s Degree or relevant work experience

Tools

Advent Axys

Adobe

Job description

Fiducient Advisors is a trusted partner for wealth and institutional clients, offering a hybrid work model with three days in the office and two days remote. The Client Service Associate supports investment consultants in account administration, client servicing, and project work, enabling clients to reach their goals.

Requires a bachelor’s degree or relevant experience, 1–3 years in investment consulting, and proficiency with Microsoft Office.