Client Service Associate - Wealth Management

DAYS: 5 days a week, ability to be remote on Friday’s

We are an independent multi-family office providing sophisticated guidance and planning designed to meet the needs of families and individuals of material wealth and complexity. Backed by a senior team with an average of 30+ years of financial industry experience, we deliver curated investment portfolios, institutional‑quality risk management, and tax optimization for our clients.

The Client Service Associate will be part of the broader Client Service Team of Colter Lewis and will have responsibility for client coverage as well as operational, data quality, reporting and administrative activities required to provide excellence in client service in a wealth management firm that focuses on an ultra‑high net worth client base whose portfolios are invested across both public and private markets.

The Client Service Associate is a key member of the client coverage team.

Responsible for client service coverage for assigned clients as part of client coverage team.

• Build and maintain strong client relationships through proactive communication and excellence in client service.
• Work closely with client coverage team (portfolio management, investment analysts, manager research) to deliver coordinated client service.
• Handle client inquiries with professionalism and accuracy.
• Responsibility for new account onboarding and custodial account set up.
• Private investment subscription and maintenance.
• Invoice and statement review and generation.
• Maintenance of client portal views and CRM.
• Ensure data quality and accuracy.

• Execute and oversee all client money movements including wire transfers, ACH transactions, and inter‑account transfers while adhering to compliance protocols and documentation requirements.
• Process contribution and distribution requests for retirement accounts, trusts, and investment portfolios.
• Coordinate with custodial banks to resolve operational issues and ensure timely settlement of transactions.

• Active participant in technology and operational efficiency and process improvement initiatives.
• Support compliance related reporting requirements.
• Utilize portfolio management software, CRM systems, and custodial platforms to maintain accurate client records and execute transactions efficiently.
• Stay current with new technology implementations that enhance client service delivery.
• Generate reports and analytics to support investment decision‑making and client communications. Ensure data integrity across consolidated portfolio performance and CRM system.

You like the idea of working in a small collaborative environment with senior professionals.

Considered a team player who is willing to go the extra mile to ensure client service excellence.

Exceptionally detail oriented and organized, ensuring all tasks are executed with speed and precision.

Excellent and proactive communication skills, both verbal and written.

You enjoy solving problems

You are resourceful, take ownership, and expect to be held accountable.

Strong multi tasking skills.

Ability to work independently and proactively.

Takes pride in work and getting things done.

Ability to maintain professionalism, confidentiality and discretion is a must.

Good sense of humor.

• Minimum of 2 yrs work experience in a client service or related role ideally in wealth management or related financial service role
• Proficiency in Microsoft Office Suite with strong proficiency in Excel.
• Candidate must be able to work in Greenwich Connecticut in office Monday through Thursday minimum with ability to be remote on Friday’s.

Salary:
Competitive salary and potential for a discretionary bonus.

Benefits:
Medical: health insurance, dental and vision. Ability to participate in several voluntary benefits including Financial Service Accounts (FSAs) and commuter benefits.

Ability to participate in Firm’s 401K after 6 months of employment