Client Service Associate (Part-Time )
Core
Support daily operations of a wealth management practice by processing account paperwork, managing client communications, and assisting advisors with meeting preparation.
Role type
Part-time client service associate (operations)
Builds
Operational efficiency and client experience for a wealth management practice
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client service, account administration, money movement transactions, client communication (phone/email), record maintenance, research, Microsoft Office proficiency, problem-solving
Preferred skills
Financial services industry experience, investment/retirement/wealth management exposure, understanding of financial terminology, experience supporting financial advisors
Technologies
Microsoft Office, firm systems
Responsibilities
Prepare and process new account paperwork and account maintenance requests, Assist with money movement transactions, Coordinate with custodians and internal partners, Manage inbound and outbound client communications, Monitor account activity and follow up on outstanding items, Assist advisors with client meeting preparation, Maintain accurate client records, Research and resolve operational inquiries
Seniority
Entry-level to Mid-level, Part-time