Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, client onboarding, and daily operational tasks.
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 documentation entry, digital tool enrollment, calendar management, expense reporting, travel itinerary management, general office support
Preferred skills
Industry experience, Series 7/66/63/65 licenses
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, manage calendars and travel itineraries, prepare expense reports, perform general office support functions
Seniority
Entry-level