Registered Client Service Lead – Wealth Advisory

Reitman Personnel; Connecticut; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off (PTO)

Professional development

Job summary

Reitman Personnel is seeking a Registered Client Service Manager in Connecticut to deliver an exceptional client experience, partnering with advisors to support relationships, execute financial plans and manage operations. The role demands detail-orientation, client focus, and the ability to thrive in a fast-paced, collaborative environment.

Key duties include onboarding, preparing for reviews, handling paperwork, CRM recordkeeping, and supporting trading and compliance.

Qualifications

• 2–3+ years of client service experience within a financial advisory or wealth management firm.
• Active Series 7 (or 6) and Series 63 (or 66) licenses required.
• Strong understanding of financial products, client service workflows, and compliance standards.
• Excellent communication skills and exceptional attention to detail.
• Comfortable managing multiple priorities and working independently and as part of a team.
• Proficiency with CRM systems, financial planning software, and Microsoft Office.

Responsibilities

• Serve as a primary point of contact for clients, responding to inquiries with professionalism and care.
• Support client onboarding, account setup, and ongoing service needs.
• Prepare for client review meetings, including reports, documentation, and follow-up items.
• Process account-related paperwork (openings, transfers, distributions, Roth conversions, etc.).
• Maintain accurate client records within CRM and advisory systems.
• Support advisors with financial planning, reporting, and account management.
• Assist with trade execution and ensure regulatory and compliance standards are met.
• Contribute to client events, marketing initiatives, and referral tracking.

Skills

Client service experience

Communication skills

Attention to detail

Independence and teamwork

Microsoft Office

Tools

CRM systems

Financial planning software

Microsoft Office

Job description

Reitman Personnel is seeking a Registered Client Service Manager in Connecticut to deliver an exceptional client experience, partnering with advisors to support relationships, execute financial plans and manage operations. The role demands detail-orientation, client focus, and the ability to thrive in a fast-paced, collaborative environment.

Key duties include onboarding, preparing for reviews, handling paperwork, CRM recordkeeping, and supporting trading and compliance.