Client Service Associate
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
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, website maintenance, policy compliance
Preferred skills
Industry experience, Series 7/66/63/65 licenses, college degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer non-investment account questions, enter profile information, educate clients on digital tools, support marketing strategy, manage calendars and travel itineraries, prepare expense reports
Seniority
Entry-level, individual contributor