Client Service Associate
No visa sponsorship
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing client relationships, executing transactions, and handling administrative tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client relationships and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, Account balance reporting, Digital tool enrollment, Calendar management, Expense report preparation, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Industry experience, Series 7/66/63/65 licenses