Client Experience Associate
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-08-05
Listing for:
National Financial Partners
Full Time
position Listed on 2026-08-05
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, Customer Success Management
Job Description & How to Apply Below
Wealthspire Advisors in Westport, CT is seeking a Client Service Associate to forge and nurture relationships with clients, advisors, and team members. You will handle money movement requests, account inquiries, check re-orders, and charitable giving confirmations, ensuring smooth paperwork flow and reliable service.
This role relies on CRM tools to manage tasks, update client data, and coordinate with other Wealthspire teams.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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