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Colter Lewis Investment Partners · 11 hours ago

Client Service Associate - Wealth Management

Greenwich, CT

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Colter Lewis Investment Partners is an independent multi-family office providing sophisticated guidance and planning for families and individuals of material wealth. The Client Service Associate will be responsible for client coverage and various operational tasks to ensure excellence in client service for an ultra-high net worth client base.

AdviceFinanceFinancial Services

Responsibilities

Responsible for client service coverage for assigned clients as part of client coverage team

Build and maintain strong client relationships through proactive communication and excellence in client service

Work closely with client coverage team (portfolio management, investment analysts, manager research) to deliver coordinated client service

Handle client inquiries with professionalism and accuracy

Responsibility for new account onboarding and custodial account set up

Private investment subscription and maintenance

Invoice and statement review and generation

Maintenance of client portal views and CRM

Ensure data quality and accuracy

Execute and oversee all client money movements including wire transfers, ACH transactions, and inter-account transfers while adhering to compliance protocols and documentation requirements

Process contribution and distribution requests for retirement accounts, trusts, and investment portfolios

Coordinate with custodial banks to resolve operational issues and ensure timely settlement of transactions

Active participant in technology and operational efficiency and process improvement initiatives

Support compliance related reporting requirements

Utilize portfolio management software, CRM systems, and custodial platforms to maintain accurate client records and execute transactions efficiently

Stay current with new technology implementations that enhance client service delivery

Generate reports and analytics to support investment decision-making and client communications. Ensure data integrity across consolidated portfolio performance and CRM system

Qualification

Client service experienceWealth management knowledgeMicrosoft Excel proficiencyCRM systems knowledgePortfolio management softwareMulti-taskingCommunication skillsDetail orientedProblem solvingTeam player