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Wealth Management: Client Success Associate

Job in Wilton, Fairfield County, Connecticut, 06897, USA
Listing for: Trivium Point
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Wilton, CT is seeking a Client Services Associate for Wealth Management. The role involves supporting client onboarding, managing account transfers, and addressing client inquiries. Ideal candidates will hold a Bachelor's degree in Finance or Economics, possess strong analytical and organizational skills, and have up to 2 years’ experience in the financial services industry. Proficiency in financial software is a plus.

This position offers a chance to enhance your career within a supportive environment.
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Position Requirements
10+ Years work experience
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