Wealth Management Client Service Specialist
Listed on 2026-10-07
-
Finance & Banking
Banking & Finance, Portfolio & Asset Management, Wealth Management
Colter Lewis Investment Partners in Greenwich, CT, is seeking a Client Service Associate to support a UHNW client base with outstanding service and precise operational delivery. You will own client coverage, onboarding, money movements, and data quality across CRM and custodial platforms while coordinating with portfolio managers and analysts to deliver coordinated client service.
The role offers full-time hours, with partial remote Fridays, a NY office option after six months, and a competitive
Step into the Wealth Management Client Service Specialist role at Colter Lewis Investment Partners in Greenwich, CT, United States and grow with us.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).