Wealth Management: Client Success Associate

A financial services firm in Wilton, CT is seeking a Client Services Associate for Wealth Management. The role involves supporting client onboarding, managing account transfers, and addressing client inquiries. Ideal candidates will hold a Bachelor's degree in Finance or Economics, possess strong analytical and organizational skills, and have up to 2 years’ experience in the financial services industry. Proficiency in financial software is a plus. This position offers a chance to enhance your career within a supportive environment. #J-18808-Ljbffr