Wealth Management Client Service Associate

Atlas Search; Stamford (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Atlas Search, a leading fintech platform, seeks a Financial Data & Client Solutions Associate in Stamford, CT. The role blends finance and technology to configure financial software, onboard clients, and support growth through data-driven solutions.

You will analyze portfolio performance, reconcile accounts, and build client-ready reports. Strong communication, organization, and familiarity with wealth management tools are essential.

Qualifications

• 2–5 years of relevant professional experience.
• Strong customer service orientation and relationship-building skills.
• Solid understanding of financial instruments.
• Background in RIA/wealth management operations, procedures, and client service.
• Experience working with wirehouses or custodians.
• Highly organized, self-driven, and able to manage deadlines.
• Detail-oriented with a structured approach; quick to learn new tech.

Responsibilities

• Analyze and interpret portfolio performance outcomes.
• Perform account-level reconciliations, research discrepancies and corrections.
• Review private equity and hedge fund statements for system input.
• Collaborate with clients and partners to troubleshoot data issues.
• Support client onboarding, account setup, training, and day-to-day service.
• Manage and resolve client issues as they arise.
• Configure systems, set up new clients, classify accounts/assets.
• Build custom reports tailored to client needs.
• Coordinate with vendor partners on system enhancements and troubleshooting.
• Prioritize and complete projects on schedule; help develop policies and controls.
• Proactively identify and address client and business needs.

Skills

Customer service

Relationship-building

Financial instruments

Organization

Attention to detail

Communication skills

Problem solving

Tools

Addepar

Black Diamond

Axys

APX

Orion

Archway

Solovis

Masttro

Photoshop

HTML

Excel/PowerPoint

MoneyGuidePro

Job description

A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly recognized as a top fintech innovator and employer of choice.

Job Description:

About the Role

This organization is seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The position blends finance and technology, focusing on configuring and maintaining financial software platforms, supporting clients through issues and onboarding, and contributing to special projects that support company growth.

Responsibilities

Financial reporting and data tools:

• Analyze and interpret portfolio performance outcomes
• Perform account-level reconciliations, including researching and resolving discrepancies, cancellations, and corrections
• Review private equity and hedge fund statements for system input
• Collaborate with clients and partners to troubleshoot data issues

Client relationship management:

• Support client onboarding, account setup, training, and ongoing day-to-day service
• Manage and resolve client issues as they arise

Platform administration:

• Configure systems, set up new clients, and classify new accounts and assets
• Build custom reports tailored to client needs
• Coordinate with vendor partners on system enhancements and troubleshooting
• Collaborate with the team to prioritize and complete projects on schedule and to spec
• Help develop policies, procedures, and controls to improve operational effectiveness
• Proactively identify and address client and business needs

Qualifications

• 2–5 years of relevant professional experience
• Strong customer service orientation and relationship-building skills
• Solid understanding of financial instruments
• Background in RIA/wealth management operations, procedures, and client service
• Experience working with wirehouses or custodians
• Highly organized, self-driven, and able to manage competing deadlines
• Detail-oriented with a structured approach to work
• Comfortable adopting new technology and software quickly, including platforms such as Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar; planning tools like eMoney or MoneyGuidePro; strong Excel/PowerPoint skills; basic database/programming familiarity; and working knowledge of Photoshop or HTML
• Knowledge of financial products including equities, bonds, ETFs, mutual funds, SMAs/UMAs, and alternative investments
• Familiarity with performance reporting, portfolio management/rebalancing, and how family offices and RIAs operate
• Strong critical thinking, problem-solving, and communication skills
• Comfortable working both independently and collaboratively in a fast-paced environment