Client Service Associate

Back Client Service Associate
Accounting & Finance Darien , Connecticut Direct Hire Sep 16, 2026

Our client is seeking a Client Service Associate to execute a full client service program, including new client onboarding, ongoing service, and daily operational duties. The ideal candidate has a can-do attitude, strong communication skills, and excellent attention to detail. This is an onsite position based in Fairfield County, CT.

• Manage heavy calendaring and scheduling for advisors
• Perform office operations, including answering phones and greeting clients
• Handle routine client service requests and resolve inquiries efficiently
• Input data into CRM and ensure accuracy of client information
• Coordinate with custodians and strategic partners on account maintenance and reporting

• At least 2 years of financial services experience preferred
• B.S./B.A. degree preferred
• Series License(s) (7, 65,
  6) not required but preferred
• Strong Microsoft Word, Excel, and Outlook skills
• Excellent organizational skills and multi-tasking ability
• Strong time management skills

Right Click is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.