Job Description
Client Service Associate
Location: Shelton, CT
Compensation: $65,000 - $80,000 (based on experience)
Status: Full-time; Hybrid (one day from home)
We are a multigenerational firm that strives to serve our community with integrity, passion and a commitment to excellence. Our team provides financial planning, tax strategies, retirement solutions, and a wide array of wealth management services that prioritize our clients’ best interests, as we support them with an elevated standard of care, We pride ourselves on our white-glove service, and we believe in fostering a workplace where all feel encouraged to contribute and grow as we work together for our clients and community.
As a Client Service Associate, you will work with our team to assure seamless communication and structure for our clients as they navigate their financial servic...
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