Relationship Manager Wilton, CT

Trivium Point Advisory LLC; Wilton (CT); On-site; USD 52,000 - 76,000; Full time

Job summary

Trivium Point Advisory LLC is seeking a Client Services Associate (Relationship Manager) to support advisors and high-net-worth clients in comprehensive financial planning and investment guidance. The role emphasizes onboarding, account transfers, and day-to-day operational support within a wealth management context.

The position offers exposure to client services at the back-office level, helping ensure accurate client records, smooth onboarding, and timely processing of routine client requests.

Qualifications

• Highly motivated and detail-oriented with interest in financial services.

Responsibilities

• Assist with onboarding of new clients and collecting/reviewing required documents.
• Learn and assist with ACATs (account transfers) from start to finish and track transfer progress.
• Support day-to-day operations including updating client information and basic account maintenance.

Skills

Detail orientation

Motivation

Interest in financial services

Job description

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.

All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to:

• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.

The Client Services Associate (Relationship Manager) plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The role involves working closely with Financial Advisors to support comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.

Role and Responsibilities:

Client Onboarding & Support

• Help welcome new clients by assisting with the onboarding process, including collecting and reviewing required documents
• Communicate with clients to clarify any missing information and guide them through next steps
• Ensure client information is accurately recorded and accounts are set up properly

Account Transfers (ACATs)

• Learn how to process account transfers from start to finish
• Track transfer progress and help resolve any issues with custodians or clearing firms
• Maintain accurate records for compliance and internal reporting

Day-to-Day Operations

• Support basic account maintenance tasks like updating contact details or closing accounts