Client Service Associate
Core
Support financial advisors in daily office operations and provide direct client relationship support to ensure accurate account setup and service.
Role type
Client Service Associate (Financial Advisory Office)
Builds
Client experience and administrative workflow for independent financial advisory practices
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account setup and management, Client communication, Appointment scheduling, Transaction processing, Client event coordination, Financial planning documentation
Preferred skills
Finance or Mathematics background, Multi-tasking, Compliance adherence
Technologies
MOD, Go Social, Advisor website
Responsibilities
Answer client questions and provide account information, Maintain client files and records, Coordinate client seminars and appreciation events, Prepare preliminary financial planning recommendations and visual aids, Conduct transaction requests, Schedule meetings with clients and prospects
Seniority
Individual Contributor, Entry to Mid-level