Client Service Associate

About the Job

Founded in 1981, MJP Wealth Advisors is an independent, SEC registered investment advisor that helps high-net-worth individuals, families, and businesses navigate their financial futures through comprehensive wealth management, personalized financial planning, and sophisticated investment strategies.

MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT. In this role, you’ll work closely with our wealth advisors to deliver an exceptional client experience, support day-to-day account operations, and help ensure our clients receive responsive, personalized service. The ideal candidate is a proactive team player with strong communication skills, excellent attention to detail, and the ability to thrive in a collaborative, fast-paced environment.

Key Responsibilities

• Client Relationships & Service: Serve as a primary point of contact for client inquiries, address service requests, resolve issues, and coordinate communication between clients and wealth advisors.
• New Client Onboarding: Coordinate the onboarding process, including gathering client information and required documentation, initiating account transfers, and monitoring account setup.
• Account Administration: Process account maintenance requests, including money transfers, address changes, and personal information updates.
• Advisor Support: Provide operational and administrative support to wealth advisors, including preparing performance reports and other materials for client review meetings.
• Retirement Plan Support: Assist retirement plan advisors with servicing 401(k) plans and responding to the needs of plan sponsors and participants.
• Ongoing Client Support: Help maintain accurate account information and ensure client requests are handled efficiently and with attention to detail.

Qualifications

• Bachelor’s degree required.
• 3+ years of client service and/or financial services experience.
• Familiarity with investing, financial planning, retirement planning, and/or 401(k) plans is a plus.
• Strong written and verbal communication skills, with the confidence to interact directly with clients.
• Excellent organizational skills and attention to detail.
• Ability to multitask, prioritize responsibilities, and meet deadlines in a fast-paced environment.
• Strong technical skills and the ability to learn web-based CRM, portfolio reporting, and advisory platforms.
• A collaborative mindset, a willingness to learn, and a commitment to providing outstanding client service.

Company Benefits

• 401(k) / Profit Sharing Plan with Safe Harbor Contributions
• Comprehensive Medical Insurance, Dental Insurance, and Vision Insurance
• Health Savings Account (HSA)
• Group Life Insurance
• Short-Term Disability Insurance