Senior Client Associate | Westport, Connecticut

Reference Number: DW6621
Location: Westport, Connecticut

Judson Group has partnered with a successful RIA in the search for a Senior Client Associate that provides administrative and operational support to one or more Wealth Advisor or partner of the firm. The Senior Client Associate assists with private client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication.

Responsibilities:

  • Assisting clients.
  • Analyzing reports to determine appropriate action to be taken on behalf of client accounts.
  • Researching client issues.
  • Preparing and processing client documentation.
  • Opening new client accounts as well as creating households.
  • Maintaining client records.
  • Executing cashiering, money movement, and ACH requests.
  • Preparing client communication.

Requirements:

  • 5+ years of operational experience within the financial services industry.
  • Bachelor’s Degree required.
  • Series 65 required.
  • Must have strong organizational and prioritization skills.
  • Ability to work independently to research and resolve client issues.
  • Must have an understanding of appropriate paperwork and procedures necessary to process transactions.
  • Client services oriented and strong attention to detail.
  • Must be computer literate and proficient with Windows, Word, and Excel.
  • Schwab and Fidelity platform experience would be preferred.

Compensation: Attractive compensation package including base salary and benefits

Location: Westport, Connecticut

Reference Number: DW6621

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