Client Service Associate - Wealth Management

COLTER LEWIS INVESTMENT PARTNERS LLC

Client Service Associate Industry: Wealth Management Location: Greenwich, CT (walking distance from the train station), Partial time in our New York office becomes available after six months. Schedule: Full time, 5 days a week. Ability to work remote on Fridays.

ABOUR COLTER LEWIS INVESTMENT PARTERS

Colter Lewis Investment Partners is an independent multi-family office providing sophisticated guidance and planning designed to meet the needs of families and individuals of material wealth and complexity. Backed by a senior team with an average of 30+ years of financial industry experience, we deliver curated investment portfolios, institutional-quality risk management, and tax optimization for our clients.

ABOUT THE ROLE

The Client Service Associate is a key member of our Client Service Team, with responsibility for client coverage as well as the operational, data quality, reporting, and administrative work required to deliver excellent client service. Our clients are ultra-high-net-worth families and individuals with complex portfolios invested across both public and private markets.

KEY RESPONSIBILITIES

Client Coverage

• Serve as a primary point of contact for an assigned book of clients, building and maintaining strong relationships through proactive, accurate communication.
• Work closely with the broader client coverage team - portfolio management, investment analysts, and manager research - to deliver coordinated client service.
• Handle client inquiries with professionalism and accuracy.
• Lead new account onboarding and custodial account set-up.
• Manage private investment subscriptions and ongoing maintenance.
• Review and generate client invoices and statements.
• Maintain client portal views and CRM records, always ensuring data quality and accuracy.

Money Movement & Operations

• Execute and oversee client money movements including wire transfers, ACH transactions, and inter-account transfers in accordance with compliance protocols and documentation requirements.
• Process contribution and distribution requests for retirement accounts, trusts, and investment portfolios.
• Coordinate with custodial banks to resolve operational issues and ensure timely settlement of transactions.

Technology & Process Improvement

• Actively participate in technology and operational efficiency initiatives.
• Support compliance-related reporting requirements.
• Use portfolio management software, CRM systems, and custodial platforms to maintain accurate client records and execute transactions efficiently.
• Stay current on new technology implementations that enhance client service delivery.
• Generate reports and analytics to support investment decision-making and client communications.
• Ensure data integrity across consolidated portfolio performance and CRM systems.

ABOUT YOU

• You thrive in a collaborative environment working alongside peers and senior professionals.
• You are a team player who goes the extra mile to ensure client service excellence.
• You take pride in what you do, your successes and successes of the overall team and firm.
• You are exceptionally detail-oriented and organized, executing all tasks with speed and precision.
• You are an excellent, mature, and proactive communicator, both verbally and in writing.
• You are resourceful, take ownership, and expect to be held accountable.
• You can manage multiple priorities independently, with strong follow-through.
• You always maintain professionalism, confidentiality, and discretion.

REQUIREMENTS

• Minimum 34 years of experience client service or related role, ideally within wealth management.
• Bachelor's degree required.
• Familiarity with custodial platforms (e.g., Schwab, Fidelity).
• Proficiency with wealth management and CRM platforms (e.g., Addepar, Arch, Wealthbox) preferred.

COMPENSATION & BENEFITS

• Competitive salary, commensurate with experience, plus eligibility for a discretionary bonus.
• Medical, dental, and vision insurance.
• Voluntary benefits including Flexible Spending Accounts (FSAs) and commuter benefits.
• Eligibility to participate in the firm's 401(k) plan after six months of employment.

Colter Lewis Investment Partners is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex, gender identity or expression, sexual orientation, age, marital status, veteran status, pregnancy, or disability status. Colter Lewis Investment Partners