Wealth Management: Client Services Associate & Ops
Job in
Wilton, Fairfield County, Connecticut, 06897, USA
Listed on 2026-02-18
Listing for:
Trivium Point
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Services Associate to provide exceptional support to Financial Advisors and their high-net-worth clients. The role entails assisting in the onboarding process, managing account transfers, and ensuring efficient day-to-day operations. Ideal candidates should possess a Bachelor's degree in Finance or Economics and have up to 2 years of relevant experience. Strong analytical and organizational skills are essential for success in this position.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×