Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, client inquiries, and operational logistics.
Role type
Client Service Associate (Administrative & Client Support)
Builds
Client relationships and advisor productivity
Domain
Wealth Management / Financial Services
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
Responsibilities
Execute money movement transactions, answer non-investment account questions, manage advisor calendars and travel itineraries, prepare expense reports, support marketing strategy, maintain client documentation
Seniority
Entry-level, individual contributor