Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account inquiries, money movements, 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
Interpersonal skills, Detail orientation, Time management, Microsoft Office proficiency, Client service skills
Preferred skills
Industry experience, Series 7/66/63/65 licenses