Client Service Associate

$45,000 - $50,000/Yr

Lead Advisor - Stamford, CT

Full-time - Entry Level

Hybrid - Stamford, CT

About the position

The Client Service Associate role is designed for a wealth management practice in Fairfield County, focusing on providing exceptional service to clients while supporting Senior Advisors. The position requires a detail-oriented individual with strong organizational skills and an interest in financial planning.

Responsibilities

• Assist Senior Advisors with client case preparation and create insurance and investment proposals.
• Work with financial planning software to create financial plans.
• Facilitate a first-class onboarding experience for clients, including assistance with insurance applications and underwriting.
• Process client service requests such as address and beneficiary changes.
• Follow up to ensure all client service tasks are completed and reviewed.
• Maintain client status reports and serve as a liaison between clients and the insuring company.
• Manage the CRM system for Senior Advisors and coordinate client information.
• Set and confirm client appointments for Senior Advisors.
• Manage social media accounts and assist with ad hoc projects.

Requirements

• Preferred experience in financial services and insurance.
• Life and Health Insurance license (or must obtain within the first 180 days).

Benefits

• Paid time off