Wealth Management Client Services Executive
Job in
Branford, New Haven County, Connecticut, 06405, USA
Listed on 2026-09-02
Listing for:
Thimble Island Private Wealth
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Thimble Island Private Wealth in Branford, CT is seeking a motivated Account Executive who combines client service excellence with a solid understanding of wealth management. You will work closely with financial advisors to service accounts and prepare materials for client meetings.
The role emphasizes regulatory compliance, confidentiality, and timely communications while supporting day-to-day operations in a collaborative, team‑driven environment.
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