Wealth Tech Client Solutions Specialist
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-07-29
Listing for:
Atlas Search
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
FinTech, Wealth Management, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Atlas Search is a fintech-focused firm in Stamford, CT, providing data-driven solutions for wealth managers, advisors, and RIAs. The role blends finance and technology to configure financial software, onboard clients, and support growth initiatives.
You will work on financial reporting, data tools, onboarding, and report building, collaborating with clients and vendor partners. A strong service mindset and ability to manage multiple priorities in a fast-paced environment are essential.
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