Client Service Associate

OVERVIEW Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional clients.

This role supports the coordination and execution of operational elements across both new and existing client relationships, helping to ensure consistency, accuracy, and a seamless client experience.

Working collaboratively with advisors and third-party platforms, the Associate serves as a key liaison in facilitating client service, onboarding, and ongoing account support.

The ideal candidate is highly organized, service-oriented, and an effective communicator who can work both independently and as part of a team to support client needs and operational excellence.

QUALIFICATIONS1-3 years experience in wealth management client service work-specialization with defined contribution plans preferredKnowledge of relevant platforms Custodians: Charles Schwab and Fidelity CRM: Salesforce Performance Reporting: Black Diamond MPI Stylus Morningstar RPAG Fi360Capable of independent work and self managing projectsExcellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.Exceptional interpersonal and communication skills, with the ability to interface with clients and advisors.Strong work ethic, self-motivated, and goal oriented.Foundational understanding of RIA compliance requirements JOB DESCRIPTION This position will be working under the direct supervision of Procyon’s Director of IC Operations-Terry Crawford.

The IC CSA will support the Firm in the following ways: Client ServiceServe as a primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and timely follow-upsCoordinate client meetings, employee education sessions, and ongoing communications, including proactive outreach and issue resolutionSupport plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners OperationsSupport onboarding and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementationMaintain accurate client data across CRM (Salesforce) and reporting systems, ensuring documentation, data integrity, and adherence to firm standardsExecute operational workflows including billing, investment changes, and coordination with custodians and third-party providers Projects and ProcessesManage and proof client reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentationSupport RFPs, benchmarking analyses, plan transitions, and participant financial planning coordinationIdentify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives WHY PROCYON Procyon was designed from the ground up to be an excellent home for our clients and employees.

We work hard for our clients but also want Procyon to be a great place to work.

We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person.

We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations.

As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

Location: Shelton, CT Travel: Up to 10% of the time between office and event locations Full / Part-time: Full Time Hours Per Week: 40 hours, minimum Hours: 8:30am-5pm Salary: $75-90k + Bonus Above list of responsibilities of job description is not all inclusive.

Job responsibilities and duties can and will change over time.

Open and real time communication will be necessary between employee and supervisor