Client Service Associate
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
Builds
Client relationships and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, transaction execution, account administration, digital tool enrollment, calendar management, expense reporting, travel itinerary management, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Support FAs/PWAs in cultivating client relationships, execute money movement transactions, answer general account questions, enter profile information, enroll clients in digital tools, assist with marketing strategy, manage calendars and travel itineraries, prepare expense reports, handle general office support functions