Associate, Client Services and Operations
The Associate, Client Service and Operations position is responsible for providing administrative and client service support to clients as a member of the WHZ operations team. This team is tasked to help deliver an exceptional client experience at every touch point. The role ensures the accuracy of client transactions and completion of client requests in a timely manner, oversees account administration and maintenance, and acts as a liaison with the RIA, broker/dealer, and direct companies. The role is full- time and offers a highly competitive salary and benefits package per our Total Rewards Compensation Philosophy including salary, 401k and 401k match with profit sharing, short term and long-term disability, Health Insurance, generous Paid Time Off (PTO)policy. Role is based in Pomfret, CT offices.