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Client Success Advisor – Institutions Advisory

Job in Meriden, New Haven County, Connecticut, 06451, USA
Listing for: Osaic
Full Time position
Listed on 2026-03-12
Job specializations:
  • Business
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 40000 - 48000 USD Yearly USD 40000.00 48000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a full-time Institutions Advisory Support Specialist to provide exceptional service and support to advisors and clients. This role involves assisting with operational tasks, ensuring client interactions are seamless, and requires 2+ years of experience in financial services. A Bachelor's degree is preferred, along with proficiency in CRM systems and Microsoft Office. The position offers a hybrid work schedule requiring 4 days in the office and a salary range of $40,000 to $48,000 annually.
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