Administrative & Client Service Associate

Build a Career Helping Families Feel Confident About Their Financial Future

Asset Management Group is an established independent wealth management and financial planning firm. We are looking for a warm, dependable, and highly organized professional who enjoys helping people, bringing order to details, and following responsibilities through to completion.

This is an important position within our firm. You will help ensure that client requests are handled thoughtfully, records are accurate, deadlines are met, and our Financial Planners have the support needed to serve our clients well.

At least two years of relevant experience in a client-service, relationship-management, administrative, or operations role within an RIA, financial planning, wealth management, risk management, or similar professional-services firm is preferred.

What You’ll Do

• Prepare and process account documents and transfers
• Maintain accurate client records and CRM workflows
• Coordinate client requests, appointments, and follow-up
• Organize information used in financial planning
• Track deadlines and outstanding commitments
• Learn and use our custodial and financial-planning systems
• Support Financial Planners and other members of the team
• Help improve our client-service and administrative processes

Who Will Thrive Here

You may be a strong fit if you:

• Enjoy working in a small office
• Pick up new tasks quickly
• Take pride in being organized, accurate, and dependable
• Enjoy helping clients and coworkers
• Communicate with warmth and professionalism
• Ask thoughtful questions rather than making assumptions
• Remain calm when priorities change
• Follow assignments through to completion
• Enjoy learning new systems and improving how work gets done
• Want to be part of a small, supportive team where your contribution is visible and appreciated

We particularly value people who combine competence with kindness, confidence with humility, and initiative with good judgment.

As you demonstrate knowledge, judgment, initiative, and strong follow-through, your responsibilities can expand into client relationships, operations, paraplanning, financial planning, and potentially CFP® certification.

Experience Required

At least two years of relevant experience in client service, administration, relationship management, or operations within an RIA, financial-planning, wealth-management, risk-management, or similar professional-services firm is required.

Experience with investment custodians, CRM systems, account administration, or financial-planning technology is helpful but not required.

Training and Growth

The position begins with learning the administrative and operational foundation of our business. As you develop knowledge, judgment, and confidence, you may take on additional responsibilities in client relationships, operations, office management, paraplanning, or financial planning—depending on your interests and abilities.

You do not need to want to become a Financial Planner to build a valued and rewarding career with us.

Our Culture

We believe success is rarely accidental. It comes from learning, perseverance, good judgment, strong relationships, and consistently doing the little things well.

Helping other people achieve their goals can be one of the best ways to achieve your own.

What We're Looking For

• Strong organizational and follow-through skills
• Excellent written and verbal communication
• Ability to learn concepts and technology quickly
• Professional, polished, and comfortable interacting with others
• Positive, collaborative, and client-focused
• Curious, dependable, and interested in continued professional growth

If you are capable, optimistic, motivated to succeed, enjoy helping others, and believe there is always something new to learn, we would genuinely like to meet you. We hope to find someone who wants to become a trusted and important member of our firm for many years.

Compensation: $70,000–$85,000 per year, plus bonus

Benefits: 401(k), health and dental insurance, HSA, paid time off, retirement plan, and professional development assistance.

Work Location: In person — Stamford, Connecticut

If your experience meets the principal requirements and this sounds like work you would enjoy, we encourage you to apply.

Asset Management Group welcomes qualified applicants from all backgrounds.

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan

Application Question(s):

• Are you within a 30 minute commute of Stamford?
• Have you remained at your current or most recent employer for at least 2 years?
• What do you hope to know or be able to do professionally five years from now that you cannot do today?
• Which accomplishment are you most proud of that required organization, persistence, and follow-through over an extended period of time?
• Do you have prior professional experience working for a financial planning firm, Registered Investment Adviser (RIA), or risk management firm?

• What attracted you to this opportunity?

Work Location: In person

Salary : $70,000 - $85,000