Wealth Advisory Client Services Associate
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-08-26
Listing for:
Coastal Bridge Advisors
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Coastal Bridge Advisors is seeking a Client Service Associate to support our wealth advisory team, handling day-to-day client service and account administration. You will work closely with Wealth Advisors to manage onboarding, transfers, and client requests, ensuring accuracy, discretion, and thoughtful service.
The ideal candidate has experience in financial services or wealth management, excellent attention to detail, and strong communication skills, with the ability to manage multiple
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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