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Financial Services

Investment Management Client Service Associate

Job in Bridgeport, Fairfield County, Connecticut, 06610, USA
Listing for: Atlantic Group
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Connecticut is looking for an entry-level candidate to serve as a primary contact for investors and financial advisors. Responsibilities include managing relationships with third-party transfer agents and overseeing compliance processes. Ideal applicants will have strong analytical skills, attention to detail, and the ability to manage multiple tasks. This is a full-time role offering competitive benefits including medical insurance and 401(k).
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Position Requirements
10+ Years work experience
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