Client Service Associate / Administrative Coordinator

Job Description

About Us

We are a boutique Registered Investment Advisor (RIA). Our team consists of one lead financial advisor supported by two paraplanners, and we provide high-touch wealth management services to a select group of clients.

Position Overview

We are seeking a highly organized and detail-oriented Client Service Associate to support our team. This role is designed to take on administrative and client service responsibilities currently handled by paraplanners, allowing them to focus on financial planning and analysis.

This is a critical role focused on organization, execution, and delivering a high-quality client experience.

Key Responsibilities

Client Service

Serve as a point of contact for client requests and follow-ups

Assist with account opening, transfers, and maintenance

Coordinate with custodians (Schwab, Fidelity, etc.)

Prepare client meeting materials and assist with ongoing service needs

Administrative & Workflow Support

Manage scheduling and meeting coordination

Maintain CRM (Redtail, Salesforce, or similar) and track tasks

Ensure workflows and deadlines are completed on time

Handle paperwork, forms, and documentation processing

Team Support

Work closely with paraplanners to offload administrative tasks

Help prepare materials for client meetings and financial plans

Support internal organization and communication across the team

Qualifications

2–5+ years of experience in an administrative, client service, or financial services role

Strong organizational skills and attention to detail

Ability to manage multiple tasks and follow through consistently

Professional communication skills with clients

Experience in wealth management or financial services preferred

Compensation & Benefits

Competitive salary ($80k–$95k) plus bonus

Profit Sharing

Incentive Compensation

Retirement plan and benefits

Opportunity to grow within a well-established and growing firm

Why Join Us

Collaborative, team-oriented environment

Clear role with meaningful impact on team efficiency

Opportunity to learn and grow in the wealth management industry

Pay: $80,000.00 - $95,000.00 per year plus bonus

Benefits:

401(k)

Dental insurance

Paid time off

Professional development assistance

Retirement plan

Tuition reimbursement

Application Question(s):

What does great client service look like in a wealth management firm?

What part of this job do you think is the hardest

Do you live within a 30 minute drive to Stamford

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Required)Company Description

Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials. "One of America's 250 Best Wealth Advisors" - Worth Magazine Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a Registered Investment Advisory firm offering high net worth individuals personal advice.

For consideration, please send resume and cover letter.

Full-time