Client Service Associate StoneCastle Consulting Glastonbury, CT Job Details Full-time $55,000 - $75,000 a year 1 day ago Benefits 401(k) Paid time off 401(k) matching Qualifications Teamwork Research Attention to detail Client services Organizational skills Financial services Full Job Description Stone Castle Consulting is an established financial-planning and wealth-management firm serving individuals, families, and business owners. We are seeking a dependable, detail-oriented professional to join our collaborative office and play an important role in delivering an exceptional client experience. The Client Service Associate is responsible for managing day-to-day client-service and account-operational needs for our financial advisors. This person will serve as a primary point of contact for clients, take ownership of service requests from initiation through completion, and proactively keep clients and advisors informed. Success in this position means delivering an excellent client experience, maintaining accurate and timely workflows, and allowing advisors to focus more of their time on financial planning, investment management, and business development. Client service and communication

• Serve as a primary point of contact for routine client-service needs.
• Communicate with clients professionally by phone and email.
• Take ownership of inquiries and follow them through to completion.
• Clearly explain documentation requirements, next steps, and expected completion times.
• Proactively update clients and advisors regarding outstanding or time-sensitive items. Account administration and operations
• Prepare and process new accounts, account maintenance, money movements, transfers, beneficiary changes, and other service requests.
• Monitor account alerts, operational notifications, and not-in-good-order items.
• Review daily reports relating to cash, distributions, RMDs, debits, pending settlements, and recurring transactions.
• Coordinate with the broker-dealer, custodian, product sponsors, and internal departments to resolve operational issues.
• Maintain accurate documentation and follow all firm policies and supervisory procedures. Advisor and meeting support
• Manage client scheduling and maintain accurate CRM records.
• Prepare paperwork and identify outstanding requirements before client meetings.
• Provide advisors with concise updates regarding completed work, pending items, and required decisions.
• Anticipate recurring client needs, including RMDs, tax-document requests, and scheduled distributions. Office coordination and process improvement
• Support the efficient day-to-day operation of the office.
• Help clients adopt eSignature, electronic delivery, online account access, and other available technology.
• Identify ways to improve workflows, reduce errors, and limit incomplete submissions.
• Maintain confidentiality and exercise sound judgment when handling sensitive client information. Qualifications
• Exceptional attention to detail and follow-through.
• Strong organizational skills and the ability to manage multiple priorities.
• Professional written, telephone, and interpersonal communication.
• Ability to explain financial and operational information clearly.
• Strong problem-solving and research skills.
• Comfortable taking ownership while knowing when to escalate an issue.
• Proficiency with Microsoft Office; CRM and document-management experience preferred.
• Financial-services or other professional-services experience strongly preferred.
• Experience with Redtail, SharePoint, eMoney, LPL, Schwab, or Fidelity is helpful but not required.
• High level of discretion when handling confidential client information.

Pay:

$55,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Paid time off

Work Location:

In person