Wealth Management Client Service Associate
atlas searchHartford (CT)
Wealth Management Client Service Associate
Posted yesterday
atlas searchHartford (CT)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly recognized as a top fintech innovator and employer of choice. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
Job Description
About the Role:
This organization is seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The position blends finance and technology, focusing on configuring and maintaining financial software platforms, supporting clients through issues and onboarding, and contributing to special projects that support company growth.
Responsibilities: Financial reporting and data tools:
- Analyze and interpret portfolio performance outcomes
- Perform account-level reconciliations, including researching and resolving discrepancies, cancellations, and corrections
- Review private equity and hedge fund statements for system input
- Collaborate with clients and partners to troubleshoot data issues
- Client relationship management:
- Support client onboarding, account setup, training, and ongoing day-to-day service
- Manage and resolve client issues as they arise
- Platform administration:
- Configure systems, set up new clients, and classify new accounts and assets
- Support data feed management
- Build custom reports tailored to client needs
- Coordinate with vendor partners on system enhancements and troubleshooting
- Collaborate with the team to prioritize and complete projects on schedule and to spec
- Help develop policies, procedures, and controls to improve operational effectiveness
- Proactively identify and address client and business needs
- Qualifications2–5 years of relevant professional experience
- Bachelor's degree
- Strong customer service orientation and relationship-building skills
- Solid understanding of financial instruments
- Background in RIA/wealth management operations, procedures, and client service
- Experience working with wirehouses or custodians
- Highly organized, self-driven, and able to manage competing deadlines xhyhwjd Detail-oriented with a structured approach to work
Comfortable adopting new technology and software quickly, including platforms such as Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar; planning tools like eMoney or MoneyGuidePro; strong Excel/PowerPoint skills; basic database/programming familiarity; and working knowledge of Photoshop or HTMLKnowledge of financial products including equities, bonds, ETFs, mutual funds, SMAs/UMAs, and alternative investments
Familiarity with performance reporting, portfolio management/rebalancing, and how family offices and RIAs operate
Strong critical thinking, problem-solving, and communication skills
Comfortable working both independently and collaboratively in a fast-paced environment
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