Client Services Associate

Job Description:

A well-established global investment firm in Fairfield County, CT (walk from train), seeks a Client Services Associate to join its Flex SMA Operations team. This is an exciting opportunity for a client-focused professional with a strong operational mindset to support the delivery and growth of the firm’s Separately Managed Account (SMA) platform.

In this role, you'll serve as a key liaison between clients and internal teams, helping onboard new relationships, managing account activity, and driving initiatives that improve operational efficiency and client experience. You'll be part of a high-performing group at the intersection of client service, operations, and technology.

Key Responsibilities:

• Provide high-touch client support for the firm's Flex SMA platform, including onboarding new RIAs and managing ongoing account activity
  
• Oversee the daily contributions, withdrawals, and transfers for SMA accounts, ensuring accurate and timely execution
  
• Collaborate with Legal, Business Development, Portfolio Implementation, and Engineering teams to streamline workflows and optimize account servicing
  
• Help launch new and complex SMA strategies by coordinating documentation, client communication, and operational setup
  
• Identify and address inefficiencies across systems and processes, driving scalable and tech-enhanced solutions
  
• Support strategic projects and continuous improvement initiatives across the operations team
  

  Requirements:

  Qualifications:
  
• Bachelor's degree in a relevant field
  
• 3–5 years of experience in asset management, with a focus on client service and operations
  
• Strong communication and interpersonal skills, with a client-first mindset
  
• Highly organized with the ability to manage multiple priorities under tight deadlines
  
• Proficient in Microsoft Excel; project management experience is a plus
  
• Self-starter with a collaborative attitude and strong attention to detail
  
  What We Offer:
  
• Competitive base salary and annual discretionary bonus
  
• Comprehensive benefits including medical, dental, vision, 401(k), and paid time off
  
• Exposure to innovative investment products and collaborative teams
  
• Opportunities to work on high-impact projects and career development initiatives