Senior Client Service Specialist: Onboarding & Custody

A leading financial services firm seeks a Senior Client Service Associate in Westport, Connecticut. This role involves managing account operations, onboarding new clients, and ensuring accurate custodial work. Successful candidates will demonstrate strong client service skills, have 2-5 years of experience in financial services, and be familiar with CRM systems and custodial platforms. The firm offers a competitive salary between $80,000 to $95,000 and a robust benefits package.

Join a collaborative team environment focused on professional growth and client satisfaction.
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