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Client Experience Associate – Wealth Advisory

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: National Financial Partners
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 63000 - 85000 USD Yearly USD 63000.00 85000.00 YEAR
Job Description & How to Apply Below
A prominent investment advisory firm in Connecticut seeks a Client Service Associate to manage client relationships and streamline processes. The role involves addressing client inquiries, managing paperwork, and utilizing CRM systems for task management. Ideal candidates will have a college degree, experience in the financial industry, and strong attention to detail. A competitive salary ranging from $63,000 to $85,000 is offered, commensurate with experience and skills.

The firm promotes a collaborative, client-focused environment.
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Position Requirements
10+ Years work experience
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