Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work.

The Client Service Associate plays an important role in delivering exceptional service and operational support to the Client Service Specialist and, inevitably, clients. This position requires strong attention to detail, a commitment to learning the role, and the ability to execute essential servicing transactions accurately and efficiently. The ideal candidate will demonstrate a foundational understanding of industry concepts, firm processes, and compliance standards while actively supporting the team’s adherence to service standards.

Responsibilities:

Support of Client Engagements

• Actively seeks to learn about clients and their preferences using meeting notes, client profiles, and other resources.
• Assists with client engagement activities, including the preparation of gifts and birthday cards.
• Participates in CTWM events and interacts with clients to strengthen relationships.

Service Transactions & Operational Excellence

• Demonstrates proficiency in essential servicing transactions, including:
  • Moving Money (EFTs, journals, wires, checks)
  • Opening common account types (individual/joint, IRAs, trusts)
  • Transfers of assets
  • Updating beneficiaries, account owners, and trustees
  • Updating client contact information
• Maintains accuracy and efficiency by understanding the “why” behind transactions and reducing potential errors.

Process & Workflow Management

• Understands and applies CTWM Service Standards; monitors adherence using available systems and tools.
• Demonstrates a foundational understanding of the firm’s core processes and the role client service plays within them.
• Launches workflows in Practifi, understands steps involved, and identifies accountability for each task.
• Assists with onboarding new clients through shadowing and direct support.

Compliance & Confidentiality

• Maintains a basic understanding of firm compliance policies as they relate to client service.
• Always ensure confidentiality and security of client data.

Technology & Reporting

• Understands firm technologies related to servicing and the data collected within each system.
• Identifies errors or missing information and prompts follow-up as needed.
• Assists with data cleanup projects and develops familiarity with service team reports and where they can be generated.

Learning & Development

• Utilizes resources such as Playbook Builder and Wealthscape Learning Hub for continued learning.
• Build knowledge of industry concepts, regulations, and terminology.
• Understands the CTWM client journey (lead, prospect, financial planning, asset management) and how client service supports each stage.
• Demonstrates awareness of firm Scoreboard metrics and their impact on team performance and bonuses.

Qualifications:

• Bachelor’s degree in business, Finance, or related field preferred.
• 1–2 years of experience in client service or financial services environment a plus.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite and CRM systems.
• Ability to manage multiple priorities and work effectively under pressure.
• Proactive learner with a client-first mindset.
• Ability to build rapport and trust with clients.
• Strong problem-solving skills and commitment to accuracy.
• Will need to work in our Farmington, CT office regularly with work from home flexibility.

Why Work with Us?

CTWM’s mission goes beyond its clients to include its rapidly growing team of driven individuals. The firm is committed to creating career paths and growth opportunities for every team member. For almost 15 years, CTWM has built an inclusive and fun-loving work environment that aims to build genuine connections with both clients and team members. Additionally, the firm is committed to devoting time and resources to charities and volunteer work in the surrounding community.

Benefits:

• Medical, dental & vision insurance (plus full HSAs contribution)
• Firm paid life, long-term & short-term disability
• Sick time and five (5) weeks paid vacation
• Parental leave and longevity sabbatical plan
• 401(k) plan with employer contributions
• Firm paid certifications and continuing education opportunities
• Paid volunteer time
• Robust wellness program & on-site gym
• Career growth and development opportunities

To apply, please send your resume to Deborah Hopper at [email protected].