Part-Time Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account inquiries, money movements, and calendar management.
Role type
Part-time 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
Responsibilities
Execute money movement transactions, Answer general non-investment account questions, Manage advisor calendars and travel itineraries, Support marketing strategy and website maintenance, Prepare expense reports, Educate clients on digital tools
Seniority
Entry-level, part-time