Part-Time Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, building trusted relationships and handling daily client needs.
Role type
Client Service Associate
Builds
Client relationships, account documentation, and administrative workflows for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, money movement transactions, account documentation entry, digital tool enrollment, calendar management, expense report preparation, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, educate clients on digital tools, support marketing strategy, manage calendars and travel itineraries, prepare expense reports
Seniority
Entry-level, part-time