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Client Relationship Associate Jobs in Monroe, CT

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ... Key Responsibilities Client Relationship Management * Serve as the primary advisor for ...

Gallagher

Client Service Manager II

Danbury, CT · On-site

Client Relationship Management: * Build and nurture relationships with High Net Worth clients ... Coach and mentor Client Service Managers and Associates, fostering continuous learning and ...

IQVIA

Associate Client Success Director

Greenwich, CT · Remote

Position Summary Cedar Gate Technologies, an IQVIA business, is seeking a client-focused and relationship-driven professional to join our growing Client Success team as an Associate Client Success ...

IQVIA

Associate Client Success Director

Greenwich, CT · Remote

Position Summary Cedar Gate Technologies, an IQVIA business, is seeking a client-focused and relationship-driven professional to join our growing Client Success team as an Associate Client Success ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Through regular interactions with clients, individuals in this role build trusted relationships.

Morgan Stanley

Client Service Associate

Greenwich, CT

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Through regular interactions with clients, individuals in this role build trusted relationships.

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Through regular interactions with clients, individuals in this role build trusted relationships.

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Monroe, CT

Client Relationship Associate information

See Monroe, CT salary details

$24.8K

$46.8K

$66.6K

How much do client relationship associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client relationship associate in Monroe, CT is $46,792.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $49,700.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What job categories do people searching Client Relationship Associate jobs in Monroe, CT look for?

The top searched job categories for Client Relationship Associate jobs in Monroe, CT are:

What cities near Monroe, CT are hiring for Client Relationship Associate jobs?

Cities near Monroe, CT with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Monroe, CT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,792 per year, or $22.5 per hour.

Associate Financial Advisor

CENTURION HOLDINGS LLC

Cheshire, CT • On-site

$60K - $75K/yr

Full-time

Re-posted 8 days ago

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Job description

Service an Established Client Base. Build Your Own Future.

Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping individuals, families, and business owners achieve financial confidence through personalized advice and exceptional service. We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long-term career within an established practice. Unlike many advisor opportunities that require you to start from scratch, this position includes responsibility for servicing approximately 50 existing client households while providing the opportunity to grow and develop your own book of business over time. The position may be structured as either a W-2 employee or 1099 independent contractor, depending on the candidate's goals and preferences.

Position Summary

The Associate Financial Advisor works closely with the Lead Advisor to deliver an exceptional client experience and provide ongoing financial planning, investment, and relationship management support.

This individual will serve as the primary contact for assigned client relationships, participate in client meetings, coordinate planning recommendations, and ensure timely execution of client service needs. The Advisor will have the opportunity to develop trusted client relationships, gain experience working with more complex planning situations, and grow their own client base within a supportive and well-established practice.

Key Responsibilities

Client Relationship Management

  • Serve as the primary advisor for approximately 50 existing client households.
  • Build and maintain strong client relationships through proactive communication and exceptional service.
  • Conduct client review meetings and address routine planning and investment-related questions.
  • Identify opportunities to enhance client relationships and improve overall client outcomes.
  • Ensure all client requests and service needs are completed accurately and efficiently.

Financial Planning & Investment Support

  • Gather and analyze client financial information.
  • Assist in the preparation and delivery of comprehensive financial plans.
  • Participate in strategy discussions and client recommendation development.
  • Support investment implementation and account management activities.
  • Facilitate account openings, transfers, rollovers, and ongoing account maintenance.
  • Execute trades and account servicing activities consistent with firm policies and licensing requirements.

Client Meeting Preparation & Follow-Up

  • Prepare meeting agendas, reports, and planning materials.
  • Attend and participate in client meetings.
  • Document meeting notes and follow-up action items.
  • Coordinate implementation of planning recommendations and ensure timely completion of client commitments.

Practice Growth & Business Development

  • Develop and nurture referral opportunities.
  • Participate in business development initiatives and client events.
  • Build and grow a personal book of business over time.
  • Collaborate with the Lead Advisor to identify opportunities for practice expansion and client engagement.

Team Collaboration & Operations

  • Partner with the operations team to ensure a seamless client experience.
  • Support compliance requirements and maintain accurate client records.
  • Adhere to all regulatory, ethical, and firm standards.
  • Contribute to a collaborative, team-oriented culture focused on delivering an outstanding client experience.

Qualifications

Required

  • 3+ years of experience in wealth management, financial planning, financial advising, or a related field.
  • Active Life, Health, and Variable Insurance licenses.
  • Active Series 7 and Series 66 licenses (or equivalent combination).
  • Strong client relationship and communication skills.
  • Excellent organizational and follow-through abilities.
  • High level of professionalism, integrity, and attention to detail.
  • Ability to work independently while collaborating effectively within a team environment.

Preferred

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Experience conducting client meetings and managing ongoing client relationships.
  • Growth-oriented mindset with a desire to develop as an advisor and business builder.

Company Description

Centurion Wealth Management is a client-focused wealth management firm dedicated to inspiring confidence, simplifying life, and reducing stress for the individuals and families we serve. Guided by our values of Ownership, Relentless Improvement, Excellence in Execution, Team First, and Care Deeply, we empower our team to deliver exceptional advice and service while building meaningful careers in a collaborative, growth-oriented environment.