Client Assistant
Core
Deliver outstanding client service and operational support to Financial Advisors by coordinating onboarding, managing communications, supporting account operations, and organizing client events.
Role type
Client Assistant (Private Wealth Management)
Builds
Client onboarding processes, account operations, client service plans, and client event experiences.
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Client onboarding coordination, CRM management, account transaction processing, client communication, event organization, regulatory compliance, Microsoft Office proficiency, investment opportunity monitoring
Preferred skills
Securities Industry Essentials (SIE) and Series 7/66 licensure, AI-enabled tools adoption, social media management
Responsibilities
Coordinate client onboarding and account opening, manage incoming phone calls and schedule appointments, maintain CRM system and client communications, organize client seminars and events, enter security orders for investments, monitor investment opportunities and notify advisors, provide backup to other teams
Seniority
Mid-level, hands-on IC