Client Services Associate - Wealth Management

Client Services Associate - Wealth Management

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.

All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to:

• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.

Location: Wilton, CT or White Plains, NY

• Help welcome new clients by assisting with the onboarding process, including collecting and reviewing required documents
• Communicate with clients to clarify any missing information and guide them through next steps
• Ensure client information is accurately recorded and accounts are set up properly

• Learn how to process account transfers from start to finish
• Track transfer progress and help resolve any issues with custodians or clearing firms
• Maintain accurate records for compliance and internal reporting

• Support basic account maintenance tasks like updating contact details or closing accounts
• Work with compliance and operations teams to ensure everything runs smoothly and meets industry regulations
• Assist with preparing documentation for internal reviews
• Calendar management for Advisors

• Respond to client questions with professionalism and care
• Collaborate with team members to address client needs and resolve issues quickly
• Contribute to a positive client experience by being responsive, accurate, and helpful

• Stay informed about industry changes and best practices
• Participate in training opportunities and learn new tools and systems
• Bring ideas to improve efficiency and streamline processes

• Bachelor's degree in Finance, Economics, or a related field.
• Up to 2 years of experience in the financial services industry, specifically advisory preferred.
• Strong interest in financial planning and investment management.
• Excellent analytical, problem-solving, and organizational skills.
• Experience with E-Money, Orion, Schwab and Salesforce a plus
• Comfortable with MS Excel