Trivium Point · 1 week ago
Client Services Associate - Wealth Management
Wilton Center, CT
Full-time
Onsite
New Grad, Entry Level
0+ years expTrivium Point is dedicated to delivering a sophisticated client experience and is seeking a Client Services Associate to support financial advisors and their high-net-worth clients. The role involves client onboarding, account management, and ensuring compliance while fostering a positive client experience.
ConsultingFinancial ServicesTax PreparationWealth Management
Responsibilities
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
Qualification
Required
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
Comfortable with MS Excel
Preferred
Experience with E-Money, Orion, Schwab and Salesforce a plus
Company
Trivium Point
We work with people whose achievements have set a new floor—executive leaders and proven entrepreneurs—drawing them into more financial opportunity but also more risk and complexity.
11-50 employees
H1B Sponsorship
Trivium Point has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Early StageLeadership Team
Ron A. Pac
Managing Partner
Recent News
2024-01-21
Company data provided by crunchbase