Client Service Associate
On-siteNo visa sponsorship
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 (Administrative & Client Support)
Builds
Client relationships, account documentation, and advisor business plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Interpersonal skills, Detail orientation, Time management, Microsoft Office proficiency, Writing skills
Preferred skills
Industry experience, Series 7/66/63/65 licenses