Wealth Client Services Associate; Hybrid
Job in
Shelton, Fairfield County, Connecticut, 06484, USA
Listed on 2025-12-08
Listing for:
Procyon
Full Time
position Listed on 2025-12-08
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A growing wealth management firm in Shelton, CT, seeks a Client Service Associate (CSA) to act as a primary point-of-contact for clients' service-related needs. This role involves onboarding new clients, processing applications, and maintaining proactive communication. Candidates should have at least three years of relevant experience, strong time-management skills, and the ability to adapt to a changing environment. The position offers a competitive salary, bonus potential, and a hybrid work schedule that supports work-life balance.
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Position Requirements
10+ Years
work experience
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