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Senior Client Associate Jobs in Avon, CT (NOW HIRING)

Gallagher

Client Manager

West Hartford, CT · On-site

We will rely on your leadership skills to help guide our Client Service Associates and create a ... senior teammates * Utilizing Gallagher's resources and tools, you will create effective client ...

KPMG

Tax Senior Associate, Asset Management

Hartford, CT

$82K - $101K/yr

KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Build and manage client relationships * Manage teams of tax professionals and assistants working on ...

Quest Global

Senior Associate

Windsor, CT · On-site

Support the client in BOM creation (which includes parts, ECO and ECR's) for engineering release and ECN`s for engineering changes and following up with the respective departments for their release ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Avon, CT

Senior Client Associate information

See Avon, CT salary details

$28.5K

$73K

$130.9K

How much do senior client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for senior client associate in Avon, CT is $73,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $93,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What cities near Avon, CT are hiring for Senior Client Associate jobs? Cities near Avon, CT with the most Senior Client Associate job openings:
Senior Client Associate jobs near you

Symmetry - Senior Investment Associate

HR & Talent Acquisition

Glastonbury, CT • On-site

$140K - $150K/yr

Full-time

Re-posted 23 days ago

Job description

Senior Investment Associate - Investments is a full-time, salaried, exempt position reporting to the head of the Investment team. The position supports the firm's investment team in the implementation, monitoring, and ongoing management of existing client portfolios as well as development of new strategies. This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced.
Responsibilities:
Strategy & Solutions Development:
  • Contribute to the development of a robust pipeline of potential new products and solutions to enhance the firm's competitive positioning.
  • Collaborate with sales and distribution teams to identify gaps and opportunities in the firm's investment offerings.
  • Enhance existing models and strategies to align with market trends and emerging client demands.
  • Partner with implementation and operational teams, including on broker dealer platforms, to ensure the seamless onboarding of new products.
  • Support product launches with internal training, investment collateral, videos, and webinars.
  • Engage directly with advisors to introduce and demonstrate the value of new strategies.
  • Regularly review the product lineup to identify opportunities for filling gaps and diversifying offerings.

Portfolio Management, Implementation & Trading
  • Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
  • Manage systematic model and strategy updates, ensuring smooth implementation.
  • Collaborate and consult with executive management on curation and evolution of Investment solutions.
  • Research new and enhanced implementation strategies and solutions.
  • Work with trading team on with tax-aware portfolio management, including tax-loss harvesting and gain management.

Wealth Strategies
  • Support OCIO relationships, including consulting with Advisors, developing portfolios, monitoring, and providing ongoing updates.
  • Research, recommend, and help onboard providers of Wealth Strategies services.
  • Work on case design proposals, including research, recommendations, and presentation.
  • Coordinate with operations and custodians to ensure accurate trade execution of Wealth Strategies accounts.

Portfolio Maintenance & Enhancements
  • Assist in maintaining the firm's model portfolios and asset allocation frameworks.
  • Research and recommend enhancements to the firm's model portfolios as well as individual funds and SMA strategies.
  • Ensure consistent implementation of model changes across client accounts on all platforms.

Portfolio Monitoring & Analytics
  • Regularly assess the firm's performance reporting framework and recommend enhancements to improve efficiency, accuracy, and presentation.
  • Monitor performance attribution analysis and assist with periodic reporting.
  • Monitor investment holdings and flag material changes in risk, performance, or strategy.

Investment Research & Due Diligence:
  • Evaluate investment managers, including strategy, performance attribution, risk profile, and organizational stability.
  • Evaluate investment strategies, including strategy, risk profile, and market positioning.
  • Assist with the selection and replacement of funds/managers/strategies.

Market & Economic Research:
  • Analyze macroeconomic trends, market developments, and new strategies.
  • Create and promote regular research notes and white papers
  • Help produce and present periodic market commentary and investment insights for advisors and investors.

Advisor, Client, and Platform Support:
  • Oversee the creation and timely updates of investment marketing materials, including factsheets, model allocations, performance collateral, commentary, etc.
  • Develop investment-related content to articulate the value proposition of proprietary strategies and support advisor and client engagement.
  • Provide internal and external training on strategies.
  • Provide internal guidance on portfolio construction and investment implementation.
  • Work with National Accounts to provide Research Support for adding new strategies to existing platforms as well as strategies on new platforms.

Other Responsibilities:
  • Oversee and mentor analysts, providing guidance to improve performance and team effectiveness.
  • Participate in setting firm investment policy as participant in Investment Committee meetings.
  • Support the sales team by joining client and advisor calls, providing insights, and addressing investment-related questions.
  • Perform any other duties reasonably related to the responsibilities described above.

Minimum Competencies & Qualities:
  • Bachelor's degree, preferably in finance, economics, or a related analytical field.
  • 5 - 10 years of relevant experience in an investment-related field.
  • Chartered Financial Analyst® holder preferred -or completion of Levels I and/or Level II a plus.
  • Excellent critical thinking and analytical skills; ability to interpret financial and statistical information, demonstrating an understanding of measures/metrics and their relationship to financial performance.
  • Proficient in Microsoft Office Suite, with special expertise in Excel.
  • Experience with Morningstar and Bloomberg desired.
  • Strong understanding of portfolio construction and asset allocation.
  • Experience with systematic/ quantitative investment strategies.
  • Knowledge of portfolio trading and rebalancing processes.
  • Effective written and verbal communication skills; ability to present complex issues clearly.
  • Possesses good organizational and project management skills; ability to multi-task and prioritize competing tasks.
  • Ability to work independently or collaboratively on cross-functional projects.

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