Client Associate

Client Service Associate

&Partners is looking for a highly motivated, organized, and client-focused Client Service Associate to join a practice in Old Saybrook, CT. This role is an integral part of the client experience and works closely with Financial Advisors to deliver exceptional service while helping manage the day-to-day needs of their business.

The ideal candidate is proactive, detail-oriented, resourceful, and passionate about building strong client relationships. You should be someone who takes initiative, communicates confidently, and enjoys working in a collaborative, fast-paced environment.

What You'll Do

Partner with Financial Advisors

• Work closely with Financial Advisors to support business plans and deliver a consistent, elevated client service experience.
• Support new client onboarding, including gathering documentation, preparing account paperwork, and coordinating account openings.
• Assist with account maintenance, investment-related documentation, and secure transactions involving funds and securities.
• Maintain accurate and up-to-date client records and information.
• Coordinate client meetings, travel arrangements, expense reporting, calendars, files, and other day-to-day administrative needs.
• Proactively identify ways to improve efficiency and support the Financial Advisors and their clients.

Deliver Exceptional Client Service

• Build and maintain strong, trusted relationships with clients.
• Respond promptly to client questions and proactively anticipate their needs.
• Guide clients through the firm's products, services, and processes.
• Assist with the preparation of reports, presentations, and other materials for client meetings.
• Authenticate clients and verify appropriate authorization for transactions.
• Monitor client account alerts and ensure information remains accurate across applicable systems.
• Recognize and appropriately escalate matters requiring additional attention, including customer complaints, suspicious activity, trading errors, or potential regulatory or policy violations.

What We're Looking For

You are a client-first professional who takes pride in doing things the right way. You bring:

• 2+ years of experience in the financial services or securities industry preferred.
• FINRA registration preferred.
• Knowledge of financial markets, investment terminology, and financial services practices.
• General understanding of securities regulations and regulatory requirements.
• Exceptional client service and relationship-building skills.
• Strong written, verbal, and interpersonal communication skills.
• Excellent organizational skills and attention to detail.
• The ability to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-oriented mindset and willingness to learn.
• Strong integrity, sound judgment, and discretion when working with sensitive client and financial information.
• Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.

Why &Partners?

At &Partners, our people are at the heart of how we serve our clients. We value collaboration, integrity, initiative, and a commitment to excellence . You'll have the opportunity to work alongside experienced Financial Advisors, develop your expertise in wealth management, and play a meaningful role in delivering an exceptional client experience.

Benefits

• Medical, Dental & Vision Insurance
• Life Insurance
• Short-Term & Long-Term Disability Insurance
• 401(k) with Company Match
• Paid PTO in addition to NYSE Holidays

If you're a client-focused professional looking for an opportunity to grow your career in wealth management, we'd love to hear from you.