Wealth Client Experience Specialist

trivium point; Wilton (CT); On-site; USD 50,000 - 75,000; Full time

Job summary

Trivium Point seeks a Client Services Associate (Relationship Manager) to support Financial Advisors in delivering comprehensive financial planning and investment guidance to high-net-worth clients. You will assist with onboarding, transfers, and back-office tasks, ensuring accuracy and regulatory compliance.

The role emphasizes client communication, process improvement, and collaboration with compliance and operations teams.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Up to 2 years of experience in the financial services industry, advisory preferred.
• Strong interest in financial planning and investment management.
• Excellent analytical, problem-solving, and organizational skills.
• Experience with E-Money, Orion, Schwab and Salesforce a plus.
• Comfortable with MS Excel

Responsibilities

• 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
• 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
• Calendar management for Advisors
• Respond to client questions with professionalism and care
• Collaborate with team members to address client needs and resolve issues quickly
• Contribute to a positive client experience by being responsive, accurate, and helpful
• Stay informed about industry changes and best practices
• Participate in training opportunities and learn new tools and systems
• Bring ideas to improve efficiency and streamline processes

Skills

Finance knowledge

Analytical skills

Organizational skills

Customer service

MS Excel

Education

Finance or Economics degree

Tools

E-Money

Orion

Schwab

Salesforce

Job description

Trivium Point seeks a Client Services Associate (Relationship Manager) to support Financial Advisors in delivering comprehensive financial planning and investment guidance to high-net-worth clients. You will assist with onboarding, transfers, and back-office tasks, ensuring accuracy and regulatory compliance.

The role emphasizes client communication, process improvement, and collaboration with compliance and operations teams.