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Client Relationship Manager

Senior Client Service Associate: Onboarding & Solutions

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: Wealthspire
Full Time position
Listed on 2026-01-12
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 95000 USD Yearly USD 80000.00 95000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Connecticut is seeking a Senior Associate, Client Service to support clients and advisor teams with account operations and maintenance. This role requires strong technical knowledge and excellent communication skills, with responsibilities including onboarding, custodial inquiries, and asset movement. Candidates should have a bachelor's degree, 2-5 years of experience in financial services, and proficiency in Microsoft Office and CRM systems.

The position offers a salary range of $80,000 to $95,000.
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Position Requirements
10+ Years work experience
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