Wealth Operations & Client Services Associate (Remote)

Washington Trust; Connecticut; Remote; USD 60,000 - 70,000; Full time

Job summary

Washington Trust seeks a motivated Wealth Associate to join the Wealth Management Administration team. You will support wealth management professionals and staff with operations, client service, and account administration, coordinating onboarding, documentation, and workflow processes to ensure accurate and timely execution.

The role offers growth within fiduciary services, wealth planning, and client relationship management, with a path for career progression and remote-friendly options.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum of 2 years in wealth management operations, financial services administration, client service, or related field.
• Strong understanding of operational workflows and account servicing.
• Excellent organizational skills with attention to detail and follow-through.
• Proficient with Microsoft Office applications and document management systems.

Responsibilities

• Respond to client and internal inquiries in a timely and professional manner.
• Coordinate and schedule client meetings, prepare materials, and support follow-up activities.
• Process and monitor account-related transactions (checks, wires, ACH, bill payments).
• Prepare and maintain client records and system data for accuracy and completeness.
• Support onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.
• Develop and grow client relationships.

Skills

Client service

Attention to detail

Communication

Coordination

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Document management systems

Job description

Washington Trust seeks a motivated Wealth Associate to join the Wealth Management Administration team. You will support wealth management professionals and staff with operations, client service, and account administration, coordinating onboarding, documentation, and workflow processes to ensure accurate and timely execution.

The role offers growth within fiduciary services, wealth planning, and client relationship management, with a path for career progression and remote-friendly options.