Wealth Management Client Services Lead

A leading financial institution in Connecticut is seeking an experienced associate to provide operational and administrative support to Financial Advisors and their clients. This role ensures timely execution of operational tasks, enhances the client experience, and involves maintaining strong client relationships. Applicants should possess strong communication skills and a detail-oriented mindset, and have at least a high school diploma. The position supports the efficient functioning of wealth management practices while promoting a high standard of client service.

This is a full-time role requiring onsite attendance.
#J-18808-Ljbffr