Fiducient Advisors
Windsor, Connecticut
Client Service Associate
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- Location
- Windsor, Connecticut
- Work type
- Hybrid
- Compensation
- $65,000 - $90,000/yr
- Posted
- Aug 26, 2026
- Apply on
- nfpus-careers-aon.icims.com
About this role
Bachelor’s degree or relevant experience; 1–3 years in investment consulting or financial services; Microsoft Suite proficiency and broad investment knowledge. CRM, Advent Axys, Adobe, and custodial portal experience preferred.
What you'll do at Fiducient Advisors:
- maintaining records
- facilitating transfers
- preparing paperwork
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