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 (Financial Services)
Builds
Client relationships and advisor productivity
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Mandarin language proficiency, money movement transactions, account documentation management, digital tool enrollment, calendar and travel management, expense reporting, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, educate clients on digital tools, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level to Mid-level