Relationship Manager

Trivium Point•Wilton, CT

About The Position

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward. All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to: A calm, ambitious drive that consistently elevates standards. Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence. Simplifying complexity into clear, actionable steps for clients and colleagues. Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies. The Client Services Associate (Relationship Manager) plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The role involves working closely with Financial Advisors to support comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.

Requirements

Bachelor's degree in Finance, Economics, or a related field.
Up to 2 years of experience in the financial services industry, specifically advisory preferred. Will consider graduates with an interest in finance.
Strong interest in financial planning and investment management.
Excellent analytical, problem-solving, and organizational skills.
Comfortable with MS Excel

Nice To Haves

Experience with E-Money, Orion, Schwab and Salesforce a plus

Responsibilities

Help welcome new clients by assisting with the onboarding process, including collecting and reviewing required documents
Communicate with clients to clarify any missing information and guide them through next steps
Ensure client information is accurately recorded and accounts are set up properly
Learn how to process account transfers from start to finish
Track transfer progress and help resolve any issues with custodians or clearing firms
Maintain accurate records for compliance and internal reporting
Support basic account maintenance tasks like updating contact details or closing accounts
Work with compliance and operations teams to ensure everything runs smoothly and meets industry regulations
Assist with preparing documentation for internal reviews
Calendar management for Advisors
Respond to client questions with professionalism and care
Collaborate with team members to address client needs and resolve issues quickly
Contribute to a positive client experience by being responsive, accurate, and helpful
Stay informed about industry changes and best practices
Participate in training opportunities and learn new tools and systems
Bring ideas to improve efficiency and streamline processes