Client Service Associate (Maite, Guam)
Core
Provides high-touch administrative support to Financial Advisors, managing client accounts, processing transactions, and handling daily client interactions.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial transaction records, business summary reports, and client-facing event support
Domain
Financial Services / Securities Industry
Deliverable
product features
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, account research, financial transaction processing, client onboarding, report preparation, office equipment operation
Preferred skills
Securities industry experience, investment concepts knowledge, financial market regulations familiarity
Technologies
Client Relationship Management (CRM) software, Microsoft Excel
Responsibilities
Services high volume of daily client inquiries and schedules meetings; processes client financial transactions and expense reports; opens new client accounts and researches account information; prepares letters, forms, and business summary reports; maintains client records and files in CRM; assists with marketing events and seminars.
Seniority
Entry-level, individual contributor