Investment Management Client Service Associate

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).
This opening is for the Investment Management Client Service Associate role at Atlantic Group. Join Atlantic Group and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. This posting is for the Investment Management Client Service Associate role at Atlantic Group, based in CT, United States. We are looking to fill the Investment Management Client Service Associate position at Atlantic Group in CT, United States.