Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, assisting with account management, transactions, and client onboarding.
Role type
Client Service Associate (Administrative Support)
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 proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses, College degree