Wealth Management Client Service Associate Kingston Wealth Management Group - 1.0 South Windsor, CT Job Details Full-time $65,000 - $80,000 a year 5 hours ago Benefits Health insurance 401(k) Paid time off 401(k) matching Professional development assistance Referral program Qualifications Teamwork Customer service Administrative experience Bachelor's degree Client services Financial services Process management

Full Job Description Wealth Management Client Service Associate Location:

South Windsor, Connecticut Job Type:

Full-Time |

In Office Compensation:

$65,000-$80,000 per year, based on experience About Kingston Wealth Management Group Kingston Wealth Management Group is a boutique, independent wealth management firm located in South Windsor, Connecticut. We help individuals and families organize, manage, and plan their financial lives through comprehensive financial planning, investment management, tax services, insurance, and estate planning coordination. We are a growing, team-oriented firm that places a high value on exceptional client service, attention to detail, accountability, and doing what is right for our clients. We are looking for an experienced Wealth Management Client Service Associate to become an important part of our client service and operations team. Position Overview The Wealth Management Client Service Associate serves as a primary point of contact for our clients while providing operational and administrative support to our financial advisors. This is a critical role within our firm. The right person is organized, responsive, detail-oriented, confident communicating with clients, and comfortable taking ownership of a request from beginning to completion. You don't need to know every answer immediately—but you do need to know how to listen, research, communicate clearly, follow through, and make sure nothing falls through the cracks. This is a client service and wealth management operations position and is not intended to be a pathway to becoming a financial advisor. Because of the collaborative nature of our team and the confidential client information we work with, this is an in-office position in South Windsor, CT. Responsibilities Client Service Serve as a primary point of contact for clients by phone, email, and in person Welcome clients and guests and help create an exceptional client experience Respond to client service requests promptly and professionally Process address, beneficiary, ownership, bank, and other account maintenance requests Coordinate client deposits, withdrawals, distributions, money movement, and bank instructions Research client questions and proactively communicate status and next steps Schedule client meetings and coordinate appointment confirmations and reminders Maintain accurate client information and activity records in Redtail CRM Account Administration & Operations Prepare and process new account applications and account maintenance documentation Assist with account transfers, rollovers, distributions, contributions, and other securities-related operational requests Work directly with our broker/dealer and custodian to resolve account and transaction issues Track outstanding paperwork and follow up with clients and outside institutions as necessary Manage the firm's Required Minimum Distribution (RMD) process Maintain accurate operational logs, records, and documentation Monitor transactions and service requests through completion Advisor & Meeting Support Prepare advisors for client meetings with appropriate reports, account information, forms, planning data, and supporting documentation Assist with meeting preparation and follow-up tasks Coordinate paperwork and implementation resulting from client meetings Help ensure client commitments and advisor follow-up items are completed promptly Client Experience & Team Support Coordinate client gifts, cards, milestone recognition, and appreciation initiatives Assist with client events and educational programs Support referrals and prospective-client follow-up Work closely with advisors, client service, administration, tax, and operations team members Proactively communicate work in progress, outstanding items, and potential issues Assist with firm projects, process improvements, and special initiatives Compliance & Recordkeeping Follow firm, broker/dealer, custodian, and regulatory procedures Maintain accurate and timely client records Assist with required compliance logs and documentation Handle sensitive financial and personal information with a high degree of professionalism and confidentiality What We're Looking For The ideal candidate is someone who takes pride in being the person clients and coworkers can rely on. Preferred Qualifications 3+ years of client service, operations, or administrative experience Prior experience in a financial advisory, wealth management, brokerage, banking, or similar financial-services environment strongly preferred Working knowledge of investment accounts, retirement accounts, beneficiaries, account registrations, money movement, and financial-services terminology Exceptional attention to detail and a high degree of accuracy Strong written and verbal communication skills Ability to manage multiple priorities and follow requests through to completion Strong organizational and problem-solving skills Comfortable speaking with clients even when additional research is necessary before providing an answer Ability to work effectively within a small, collaborative team Strong Microsoft Office skills and comfort learning new technology Experience with Redtail CRM, Wealthscape/NFS, financial planning software, or similar wealth-management platforms is a plus Bachelor's degree in business, finance, or a related field is preferred, but equivalent financial-services experience will be considered Securities industry licenses are a plus but are not required The Person Who Will Thrive Here You may be a great fit if you: Enjoy helping clients and solving problems Naturally follow through and don't like leaving things unfinished Notice details others sometimes miss Can manage several competing priorities without losing track of them Communicate proactively rather than waiting to be asked for an update Are comfortable working independently while also being part of a close-knit team Want to become highly knowledgeable and valuable within a wealth management practice Prefer a long-term client service and operations career over a sales-focused financial advisor role Benefits Kingston Wealth Management Group offers a competitive compensation and benefits package, including: 401(k) Employer 401(k) matching Health insurance Paid time off Professional development assistance Opportunities to expand your knowledge and responsibilities as the firm grows Work Location South Windsor, CT 06074 Candidates must be able to reliably commute to South Windsor or relocate prior to starting.

Work arrangement:

In person Kingston Wealth Management Group is an equal opportunity employer.

Job Type:

Full-time Pay:

$65,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance Referral program

Education:

Bachelor's (Required)

Experience:

Financial services: 2 years (Required) Customer service: 3 years (Required)

Work Location:

In person