Hybrid Client Service Associate - Wealth Management

NFP Corp; Windsor (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness programs

Professional development stipend

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants in account administration, client servicing, and trading. The role combines hands-on client interaction with compliance-driven operations across mutual funds and custody processes.

Ideal candidates have a bachelor’s degree or relevant experience, 1–3 years in investment/financial services, and proficiency in 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 and 401(k) administration preferred.

Responsibilities

• Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc.
• Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC transfers and non-ACAT transfers in a timely manner while abiding by Compliance policies
• Draft investment trade paperwork on behalf of clients for Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with Compliance policies
• Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with Compliance policies
• Uphold superior client service standards with timely follow-up and proactive communication
• Conduct outreach to build and maintain strong relationships with client-base and identify firm services and solutions
• Sustain effective communication with firm colleagues by maintaining and updating client records and activities in CRM and workflows
• Collaborate with peers on operational and administrative duties; running reports and responding to client requests
• Support Institutional Consultants with portfolio administration and client audit requests
• Apply knowledge and use cases of AI tools to support business objectives and streamline operations.

Skills

Relationship building

Communication

Adaptability

Problem solving

Attention to detail

Inclusion & teamwork

Education

Bachelor’s Degree

Tools

Microsoft Office

CRM systems

Advent Axys

Adobe

Custodial portals

Job description

Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants in account administration, client servicing, and trading. The role combines hands-on client interaction with compliance-driven operations across mutual funds and custody processes.

Ideal candidates have a bachelor’s degree or relevant experience, 1–3 years in investment/financial services, and proficiency in Microsoft Office.