Job Description
Insight Global is seeking a Client Service Associate to join a high-touch Wealth Management team in Killingworth, CT, as a Client Service Associate, where you will grow your career supporting in-depth client relationship management.
As a Client Services Associate, you will support three Wealth Advisors by servicing, strengthening, and maintaining their client relationships. In this role, you will apply your expertise in client service and wealth management to deliver personalized financial planning, manage documentation, and resolve complex client service issues.
Key Responsibilities:
- Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every client
- Partner with existing and prospective clients to build and update financial plans.
- Complete new Investment Management agreements and client onboarding workflows.
- Assist with complian...