Client Support Associate
Core
Support Financial Advisors by handling inbound client calls, converting service interactions into sales opportunities, and processing account paperwork.
Role type
Entry-level Client Support Associate (Financial Services)
Builds
Client relationships and sales pipelines for Financial Advisors
Domain
Financial Planning and Asset Management
Deliverable
client delivery
Required skills
Client service, sales conversion, account administration, compliance documentation, financial product knowledge, math and analytical skills
Preferred skills
Sales experience, CFP or CRPC certification
Technologies
CRM systems, financial planning software
Responsibilities
Convert inbound service calls to sales opportunities, prepare Financial Advisors for client presentations, process account setup and paperwork, gather client information for compliance, liaise between Product Specialists and Advisors
Seniority
Entry-level, hands-on IC