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Hybrid Client Service & Onboarding Specialist
Job in
Hartford, Hartford County, Connecticut, 06112, USA
Listed on 2026-07-10
Listing for:
Fiducient Advisors
Full Time
position Listed on 2026-07-10
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Fiducient Advisors in Hartford, CT is seeking a Client Service Associate to deliver high-quality client service to private clients, Investment Consultants, custodians, and money managers, acting as the liaison between custodians and clients.
The role supports Investment Consultants in account administration, operational tasks, client servicing, and related projects, with responsibilities including onboarding, account openings, money movements, CRM maintenance, and collaboration across
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