Client Service Associate

Procyon is a firm dedicated to providing exceptional service to its institutional clients. The Institutional Client Services Associate will partner with advisors and support staff to ensure a seamless client experience, managing client relationships and operational elements. Responsibilities Serve as a primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and timely follow-ups Coordinate client meetings, employee education sessions, and ongoing communications, including proactive outreach and issue resolution Support plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners Support onboarding and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementation Maintain accurate client data across CRM (Salesforce) and reporting systems, ensuring documentation, data integrity, and adherence to firm standards Execute operational workflows including billing, investment changes, and coordination with custodians and third-party providers Manage and proof client reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentation Support RFPs, benchmarking analyses, plan transitions, and participant financial planning coordination Identify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives Skills 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred Knowledge of relevant platforms Custodians: Charles Schwab and Fidelity CRM: Salesforce Performance Reporting: Black Diamond MPI Stylus Morningstar RPAG Fi360 Capable of independent work and self managing projects Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment Exceptional interpersonal and communication skills, with the ability to interface with clients and advisors Strong work ethic, self-motivated, and goal oriented Foundational understanding of RIA compliance requirements Benefits Hybrid work schedule Reimburse high-performing employees for pursuing approved advanced designations Company Overview Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. It was founded in 2017, and is headquartered in Shelton, Connecticut, USA, with a workforce of 51-200 employees. Its website is