Client Associate

  • Location
    Norwalk, Connecticut
  • Category:
    Accounting & Finance - Finance
  • Job Type:
    Direct Hire
  • Job reference:
  • Salary:
    $ 45000 - $ 50000

My client is a fast-growing financial technology (Fintech) company operating within the banking and investment management data and reporting service arena. With now over 5 years of successful growth and a highly stable platform, their business is extremely busy and dynamic. This client is searching for a bright, articulate and highly personable/professional individual to join their Client Engagement team to work closely with their institutional contacts and customers, providing an exceptional experience level of care and service. This Associate will utilize proprietary tools and systems, as well as Microsoft Excel to tailor reporting and communications in a highly controlled and compliant business process environment. Importantly, given this is a small and entrepreneurial business, this Associate will need to be extremely hands-on to support all areas of the business with additional administrative aspects as needed.

Ideal candidate will possess 1-2 years' of experience working with clients and customers in the wealth management and/or technology industries or other applicable experience.  Candidate will ideally have a Bachelors degree in Business/Economics or similar with a GPA of 3.0 or greater. While currently working remotely, their team is excited to transition appropriately back into a full in-office working environment asap. EOE.

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