Client Service Associate

Atlantic Wealth Advisors is an independent private wealth investment advisory firm headquartered in Glastonbury, CT with a virtual team based in Palm Beach County, FL. We provide financial planning, consulting, and investment management to a diverse range of clients. Delivering a consistent superior client experience is core to our practice principles and philosophy.

This is a full-time position for a Client Service Associate that would serve as the primary customer service support to the advisor’s clients and with day-to-day administrative and operational tasks. We are seeking an individual who is patient, precise, consistent, detailed, task oriented, and has great interpersonal skills that engenders client confidence.

• Provide office coverage functioning as an administrative associate to the team.
• Assist clients in completion of all necessary documents and ensure all required forms are completed and accurate.
• Lead and manage onboarding, servicing, and maintenance activities for new and existing clients.
• Facilitate and follow up on outstanding transactions with clients (e.g., transfers).
• Maintain appropriate turnaround time for incoming items (e.g., 24 hours for checks).
• Maintain updated client contact records using CRM system.
• Maintain up-to-date organized client e-files, including digital copies of all signed applications and forms, according to compliance requirements.
• Prepare and send outgoing mail/process all incoming mail.

• Exceptional customer service experience including strong written communications – brevity and clarity.
• Proficiency with computer programs and use of multiple communication methods to ensure a consistent and exceptional client service experience, including MS Word, PowerPoint and Excel.
• Ability to interact with people across all levels of the business.
• Detail oriented – precision is key.
• Efficient time management – prioritize workload and meet deadlines.
• Exceptional organizational skills: including digital resources (such as One drive, Docu Sign, etc.) calendars, travel, appointments, events, client contact records, scanning, assist with client appreciation dinners as directed by the advisor, etc.).
• Ability to work efficiently on assigned tasks with little assistance.
• Familiarity with financial planning software (i.e., eMoney, Right Capital, etc.) a plus.

base salary plus discretionary bonus/profit sharing based on practice profitability, 401k with match, subsidized health/dental care insurance, and 3 weeks PTO to start. Starting salary range of $65,000 – $95,000 with signing bonus, commensurate with experience.

• Client service in wealth management practice: 3-5 years (Required). Past or current experience with Commonwealth Financial or LPL a big plus.

In person at our Glastonbury office, but flexible for 1-2 days of remote work.