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Client Service Associate – Wealth Management & Institutional
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-08-30
Listing for:
AON PLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, is seeking a Client Service Associate to support Institutional Investment Consultants with account administration, client servicing, trading, and related projects. The role involves liaising with custodians and clients, processing money movements, and preparing trade paperwork.
Ideal candidates have a Bachelor’s degree or relevant experience, 1–3 years in investment consulting or financial services, and proficiency with Microsoft Office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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