Client Service Associate Coastal Bridge Advisors Westport, CT Job Details Full-time $65,000 - $85,000 a year 7 hours ago Qualifications Opening bank accounts Financial planning Customer records maintenance Managing customer accounts Customer communication Investment advisory support Financial services customer support Confidential information handling Account maintenance Bank transfers Money transfers Client file management Process improvement Mid-level Meeting scheduling Managing clients in a customer support role Client database systems Salesforce Cloud Records management Bachelor's degree Managing clients in a finance role Task prioritization Client services Investment account customer support Sales management systems proficiency CRM system proficiency Productivity software Account management Communication skills Technical Proficiency Full Job Description Position Summary The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs. This individual will work closely with Wealth Advisors to manage account administration, facilitate client requests, prepare for meetings, and ensure each interaction is handled accurately, thoughtfully, and efficiently. The ideal candidate anticipates needs, takes ownership, and ensures clients feel known, supported, and well cared for. Key Responsibilities Client Service & Account Administration Serve as a key point of contact for day-to-day client service and account-related needs. Assist with new account opening, onboarding, transfers, and ongoing account maintenance. Facilitate money movement and other client transactions with accuracy and attention to detail. Prepare and process client documentation and coordinate with custodians and other third parties. Maintain accurate client records and activity within the firm's systems and CRM. Respond promptly and professionally to client requests and ensure follow-through from start to finish. Client & Advisor Support Coordinate client meetings and assist with preparation and follow-up. Gather and organize information to support financial planning and wealth management needs. Partner with Wealth Advisors and other team members to anticipate and address client needs. Identify opportunities to improve processes and enhance the overall client experience. Handle all client information with professionalism, discretion, and confidentiality. Qualifications Bachelor's degree preferred. Experience in client service, financial services, wealth management, banking, or another high-touch professional-services environment. Prior wealth management, RIA, or family-office experience is preferred. Exceptional attention to detail, organization, and follow-through. Strong verbal and written communication skills. Ability to manage multiple priorities while maintaining accuracy and responsiveness. Proactive, service-oriented approach with strong problem-solving skills. Proficiency with Microsoft Office and comfort learning new technology platforms. Experience with Salesforce, Orion, Tamarac, Addepar and custodian platforms is preferred.