Client Service Associate - Wealth Management

Founded in 1995 and a top Hartford County Registered Investment Advisory firm, our company is a financial advisory firm built around a client-first philosophy. We are on a mission to simplify our clients’ financial lives and help them reach their goals. We are the architect of the Tax-Out Financial Solutions™ framework and operates on a subscription-based financial planning model — clients pay only for the services they use, rather than surrendering a percentage of their assets under management.

We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses.

We are seeking a Client Service Associate to be the face and voice of the firm and who also will serve as support to one of our senior advisors. There is a continuous opportunity to help clients proactively, to be consultative with them, and to improve the business as a whole.

This role is perfect for someone who is proactive, detail-obsessed, tech-savvy and energized by a fast-paced environment where great service and professionalism are everything. We look for individuals with a proven record exhibiting those characteristics.

• Be the first point of contact for clients, visitors and callers to the office
• Coordinate meeting hospitality and maintain conference rooms, reception and common areas to reflect our professional environment
• Manage relationships with building management and vendors

• Schedule and coordinate advisor meetings along with meeting confirmations
• Prepare client agreements, reports and planning files and assist with any follow-up
• Support annual tax meeting coordination and quarterly reporting

• Coordinate client appreciation programs, gifts and special events
• Manage event logistics, registrations, communications and follow-up
• Coordinate meetings and communication with CPAs, attorneys, insurance professionals and other strategic partners

• Order office supplies and maintain inventory
• Process deposits and maintain administrative records
• Assist with compliance documentation and recordkeeping
• Establish and maintain internal systems, processes, and protocols that bring structure to the advisor's day-to-day operations
• Monitor open items, action lists, and follow-up tasks to ensure nothing slips through the cracks
• Anticipate what is needed for client and internal meetings — preparing materials, agendas, and background information proactively rather than reactively
• Maintain client information within the CRM system
• Operate comfortably within CRM platforms, financial planning software, and productivity tools used by the firm
• Maintain accurate and up-to-date records within all platforms and systems
• Train team members on firm systems and processes

• Communicates clearly and effectively with the ability to connect easily with individuals
• Ability to build systems and structure in environments that lack them
• Detail-oriented and thorough — nothing falls through the cracks on your watch
• Proactive by nature; you identify what needs to happen and make it happen
• Ability to juggle multiple priorities while keeping a positive attitude
• Ability to maneuver through ambiguity and navigate last-minute change
• Patient and grounded, yet assertive enough to push back or redirect when necessary
• Ability to read the room, manage your own reactions, and serve as the operational anchor
• Respectful and professional, but not passive; firm where it matters
• Comfortable asking clarifying questions early, before investing time in the wrong direction
• Proficiency with CRM platforms (experience with financial services CRMs a plus)
• Comfort learning and navigating new software and platforms independently