Client Service Specialist
a day ago
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OnsiteFull-timeEntry
Summary
MJP Wealth Advisors is seeking a Client Service Specialist to join their team in Westport, CT. The role involves supporting the client service team and wealth advisors in delivering exceptional service to high-net-worth clients.
About the Role
As a Client Service Specialist, you will manage incoming communications, assist with client onboarding and service requests, and support daily office operations. Your responsibilities will include coordinating meetings, maintaining office records, and ensuring a seamless client experience through effective communication and organization.
About You
Required:
- Bachelor's degree required.
- 2+ years of client service, administrative, or office coordination experience.
- Excellent communication and interpersonal skills with a client-first mindset.
- Highly organized, dependable, and able to manage multiple priorities effectively.
- Proficient in Microsoft Office Suite and CRM software (Advisor Engine, Salesforce, Redtail, or similar).
- Professional demeanor with strong attention to detail.
- Ability to work independently and as part of a collaborative team.
Benefits
- Competitive salary and benefits package.
- Medical, dental, and vision insurance.
- 401(k) plan with safe-harbor contribution.
- Profit-sharing plan.
- Group life and short-term disability insurance.
MJP Wealth Advisors
Founded in 1981, MJP Wealth Advisors provides comprehensive wealth management services and investment solutions to individuals, families, and businesses. As a Registered Investment Advisor (RIA), we are fiduciaries and always act in our clients' best interests. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy future growth. Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, Member FINRA & SIPC.
Westport, CT