About this opportunity
Meadows Staffing Group Inc lists this Client Services Associate (New Haven County) opportunity in new haven county, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Services & Operations Associate Location: Greater New Haven Area, CT
Schedule: Monday through Friday
Work Arrangement: On site
Employment Type: Full time
Compensation: Based on experience
About the Role
Our exceptional client is seeking a detail-oriented professional to support client service and account administration. This person will process documentation, maintain accurate records, respond to inquiries, and coordinate with internal teams. The ideal candidate is organized, communicates clearly, and handles sensitive information with care.
Key Responsibilities
• Manage the full administrative lifecycle of individual client accounts, including new account opening, updates, transfers, and closures
• Process and review client paperwork (applications, forms, beneficiary designations, KYC/AML documentation) for accuracy and completeness
• Serve as a primary point of contact for client service inquiries related to account status, transactions, and documentation
• Coordinate with advisors, compliance, and operations teams to resolve account issues and ensure timely processing
• Maintain accurate and up-to-date client records in the firm's CRM and account management systems
• Monitor account activity for exceptions, discrepancies, or compliance flags and escalate as needed
• Prepare account-related correspondence, reports, and statements for clients and internal stakeholders
• Support audits and regulatory reporting by maintaining organized, retrievable documentation
• Identify opportunities to improve administrative workflows and reduce processing errors or delays
Qualifications
3–5 years of experience in client service, operations, or account administration; financial services experience preferred
Working knowledge of account opening procedures, KYC/AML requirements, and general regulatory documentation standards.
Strong attention to detail and ability to handle confidential information
Clear written and verbal communication skills
Proficiency with CRM systems, account management platforms, Microsoft Office, particularly Excel, and comfort learning new systems
Ability to manage multiple priorities and deadlines
Bachelor’s degree preferred, or equivalent professional experience
Experience with regulated documentation or financial account processes is a plus.
Preferred (Not required):
Familiarity with custodial platforms or similar industry systems
Series 6/7 or other relevant financial licensing (or willingness to obtain)
Experience supporting financial advisors or relationship managers directly
Familiarity with annuities and insurance products is a plus
Experience with investment operations (trade processing, account reconciliation, asset transfers) is a plus
Additional Information
This job description describes the general nature and level of work associated with the position. Employment may be subject to applicable background checks, regulatory requirements, and licensing or registration requirements, as appropriate for the role.
Interested? Apply Today!!
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.