Client Service Associate
Core
Support financial advisors and branches by servicing clients, preparing financial plans, processing transactions, and providing administrative/reception support.
Role type
Client Service Associate (Operations Support)
Builds
Client financial plans, transaction records, meeting summaries, and new business documentation.
Domain
Financial Services / Wealth Management
Required skills
Client servicing, financial planning preparation, trade and transaction processing, data analysis, administrative support, meeting coordination, document preparation, expense management, client correspondence, software proficiency
Preferred skills
Bachelor's degree
Responsibilities
Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions; Prepare and summarize client meetings by scheduling, entering data, creating agendas, and escorting clients; Prepare and ensure new business paperwork is submitted including forms, signatures, and documentation; Coordinate marketing events and compliance documentation; Provide general administrative duties such as answering phones, processing expense reports, and setting up client files