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Wealth Advisory Client Service Associate

Job in Cheshire, New Haven County, Connecticut, 06410, USA
Listing for: Right Executive Search, LLC
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm seeks a Registered Client Service Associate to manage client relationships and support daily operations. This role involves onboarding clients, maintaining accurate records, and ensuring compliance with regulatory standards. Candidates should have 2 to 3 years of relevant experience and required licenses, as well as strong communication and organizational skills. Opportunities for growth within a close-knit team are available, complemented by a competitive compensation package including profit sharing and a medical stipend.
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Position Requirements
10+ Years work experience
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