Client Experience Manager, Wealth & Onboarding
Job in
Wilton, Fairfield County, Connecticut, 06897, USA
Listed on 2026-09-04
Listing for:
Trivium Point Advisory LLC
Full Time
position Listed on 2026-09-04
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Trivium Point Advisory LLC is seeking a Client Services Associate (Relationship Manager) to support advisors and high-net-worth clients in comprehensive financial planning and investment guidance. The role emphasizes onboarding, account transfers, and day-to-day operational support within a wealth management context.
The position offers exposure to client services at the back-office level, helping ensure accurate client records, smooth onboarding, and timely processing of routine client requests.
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