Investment Management 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

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).