Job Posting Title Client Service Associate

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

Posting Description

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visitwww.wealthspire.comandwww.fiducientadvisors.com.

The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm’s Institutional Investment Consultants in the areas of account administration, client servicing, trading, and consulting projects.

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 (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company’s Compliance policies
• Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company’s Compliance policies
• Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company’s Compliance policies
• Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues
• Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients’ needs
• Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows
• Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc.
• Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects
• Apply knowledge and use cases of AI tools to support business objectives and streamline operations.

Required Education, Professional & Technical Experience

• 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 experience with 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

Essential Traits

• 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.

Work Environment & Travel Requirements

• 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.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.