Client Service Associate
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and delivering firm services.
Role type
Client Service Associate
Builds
Client accounts, business plans, and client service models
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, request processing, account onboarding, financial product knowledge, Microsoft Office proficiency, writing, organization, prioritization
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Cultivate and enhance client relationships, identify and assist with firm services and solutions, onboard and maintain client accounts, partner with Financial Advisors on business plans, support marketing strategy and client events, perform administrative duties supporting Financial Advisors