Client Service Associate

MJP Wealth Advisors · Westport, Connecticut

FULL TIME

Job Description

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

Company	MJP Wealth Advisors
Location	Westport, Connecticut
Type	FULL TIME
Niche	Full-time