Client Service Associate
Core
Provides high-touch administrative support to Financial Advisors, handling client inquiries, account opening, transaction processing, and CRM management.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial transaction records, business summary reports, and marketing materials for Financial Advisors.
Domain
Financial Services / Securities Industry
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, client account opening, report preparation, data entry, office equipment operation, basic mathematics
Preferred skills
Securities industry experience, investment concepts knowledge, financial market regulations understanding
Responsibilities
Services high volume of daily client interactions (phone, in-person, virtual), processes client financial transactions and expense reports, opens new client accounts, maintains client records in CRM, prepares business summary reports, assists with marketing events.
Seniority
Entry-level, 0-3 months experience