Client Service Representative - Wealth Management Description Grayling Associates is recruiting a Client Service Representative for our client, a retirement and investment planning firm with a dozen offices across Connecticut, Massachusetts, and Georgia. The firm focuses on clients approaching or in retirement, helping with income planning, Social Security, tax strategy, and estate planning. This person is the first point of contact for clients and supports the advisors and paraplanners in the Wethersfield office. If you like owning the details and seeing every request through to the end, this role fits. What you'll do Handle incoming client calls and questions with prompt, professional service Process account maintenance requests: address changes, banking updates, beneficiary revisions Prepare, submit, and track paperwork for applications, transfers, distributions, contributions, RMDs, and QCDs from start to finish Monitor client account activity and track related paperwork through completion Prepare meeting folders and client materials so advisor meetings run smoothly Keep client records and household updates current in the CRM Point out process improvements that make things better for clients and the team What we're looking for Prior financial services, banking, or wealth management experience preferred Experience with Redtail, Orion, or a similar CRM or portfolio system Strong phone and in-person communication with clients Organized and detail-driven, able to juggle multiple requests without dropping any Professional and composed with sensitive, confidential information Comfortable with Word, Excel, PowerPoint, and Outlook CT Insurance License preferred, or willingness to obtain one What's offered $65,000-$75,000 base salary (Based on Experience)

PTO, 401

(k), and additional firm perks Support for continuing education and licensing A path to advancement for people who show initiative A collaborative office team focused on clients

Pay:

$65,000.00 - $75,000.00 per year

Work Location:

In person