Part-Time Client Associate
Core
Build and maintain professional relationships with clients by assisting them, answering account questions, and facilitating fund transfers and trades.
Role type
part-time client associate (wealth management)
Builds
client accounts and trust relationships
Domain
financial services / wealth management
Deliverable
client delivery
Required skills
client service, account management, trade processing, compliance adherence, communication, attention to detail
Preferred skills
financial services experience, current FINRA registrations
Technologies
none stated
Responsibilities
handle account inquiries, escalate to financial advisors, obtain and maintain account documentation, process checks/wires/ACHs, complete trades
Seniority
entry-level to mid-level