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Wealth Client Experience Specialist
Job in
Wilton, Fairfield County, Connecticut, 06897, USA
Listed on 2026-08-26
Listing for:
trivium point
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Trivium Point seeks a Client Services Associate (Relationship Manager) to support Financial Advisors in delivering comprehensive financial planning and investment guidance to high-net-worth clients. You will assist with onboarding, transfers, and back-office tasks, ensuring accuracy and regulatory compliance.
The role emphasizes client communication, process improvement, and collaboration with compliance and operations teams.
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