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Client Services & Investments Associate; Hybrid
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-09-04
Listing for:
NFP, an Aon company
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants with client servicing, account administration, and trading. Hybrid work and emphasis on AI tools for operations.
Responsibilities include handling money movements, trade paperwork, and onboarding; strong CRM and Microsoft Suite skills required. 1–3 years in finance preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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