What are the responsibilities and job description for the Senior Client Associate position at Stratos Wealth Partners?
Senior Client Service Associate
Location: Farmington, Connecticut
Employment Type: Full‑time
About Us
We are an established, independently owned wealth management practice that works closely with a select group of long‑term clients. Our team is intentionally structured to remain collaborative, efficient, and highly personal. There are no layers of management or departmental handoffs—each team member plays a meaningful role in delivering consistent, high‑quality client service.
This is a professional, relationship‑driven environment that values trust, accountability, attention to detail, and long‑term continuity for both clients and employees.
Why This Role Is Important
In a practice our size, the Client Service Associate is central to the client experience and daily operations. This role is designed for an experienced professional who understands the cadence of a wealth management office and is comfortable managing responsibilities independently.
You will be a steady, familiar point of contact for clients and a trusted operational partner to the advisor. This is a long‑term role for someone who takes pride in client service excellence and values being an integral part of a closely connected team.
What You’ll Do
Client Service & Communication
Serve as a primary point of contact for client service needs
Communicate with clients in a professional, thoughtful, and reassuring manner
Coordinate client meetings, prepare materials, and ensure follow‑through
Proactively manage service requests and anticipate client needs
Operations & Custodial Support
Independently manage account openings, maintenance, transfers, and paperwork
Work within Charles Schwab custodial systems to process transactions and resolve issues
Ensure accuracy, organization, and compliance across all client records
Partner directly with the advisor to keep daily operations running smoothly
(Schwab experience preferred but not required with comparable custodial experience.)
Practice Support
Maintain accurate CRM data
Track service items and support consistent workflows
Contribute to process improvements that enhance efficiency and client experience
Compensation & Benefits
Salary Range: $70,000 – $90,000 annually (based on experience), including incentive compensation/bonus opportunities
Benefits may include:
Paid time off and paid holidays
Retirement plan with employer contribution
Health benefits
A respectful, low‑turnover professional environment
Equal Opportunity Employer
We are an Equal Opportunity Employer and are committed to providing an inclusive and respectful workplace.
Who We’re Looking For
5 years of experience in financial services client service or operations
Comfortable working independently with minimal training or supervision
Experience with custodial platforms; Schwab familiarity a plus
Highly organized with strong attention to detail
Professional communicator who values long‑term client relationships
Seeking stability and continuity in a career client service role
(This role is best suited for someone committed to a long‑term Client Service Associate position rather than an advisor career path.)
Salary : $70,000 - $90,000