Client Service Associate
Core
Provide exceptional client service and support Financial Advisors/Private Wealth Advisors by managing client relationships, executing transactions, and handling administrative tasks.
Role type
Client Service Associate
Builds
Client relationships and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, Account balance inquiries, Profile information entry, Digital tool enrollment, Calendar management, Travel itinerary management, Expense report preparation, Microsoft Office proficiency
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, Industry experience
Responsibilities
Support FAs/PWAs in cultivating client relationships, Execute money movement transactions, Answer general non-investment account questions, Enter profile information on client accounts, Educate clients on digital tools, Manage calendars and travel itineraries, Prepare expense reports
Seniority
Entry-level, individual contributor