Wealth Client Services & Onboarding Lead

Trivium Point; Wilton (CT); On-site; USD 55,000 - 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 help onboard clients, manage accounts, and assist with day-to-day operations with accuracy and care.

Ideal candidates have a finance-focused degree, up to two years in financial services, strong analytical and organizational skills, and familiarity with Salesforce, Schwab, Orion, E-Money,

Qualifications

• Bachelor’s degree in Finance, Economics, or a 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

• Onboarding: assist with client onboarding, collect and review required documents.
• Account transfers (ACATs): learn process, track progress, resolve issues.
• Day-to-day operations: update contact details, support compliance and reporting.
• Client service: respond to questions, collaborate to resolve client needs.
• Learning and growth: stay informed on industry changes and participate in training.

Skills

Analytical skills

Problem-solving

Organizational skills

Communication

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

E-Money

Orion

Schwab

Excel

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 help onboard clients, manage accounts, and assist with day-to-day operations with accuracy and care.

Ideal candidates have a finance-focused degree, up to two years in financial services, strong analytical and organizational skills, and familiarity with Salesforce, Schwab, Orion, E-Money,