Client Relationship Associate
Core
Support daily operations of a wealth management practice and deliver exceptional client experience by serving as a primary point of contact, managing administrative tasks, and coordinating client meetings.
Role type
Client Relationship Associate (Administrative & Operations)
Builds
Client service experience, operational workflows, and marketing campaign support for a wealth management practice.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, account administration, project coordination, document preparation, trade request processing, marketing support, Microsoft Office proficiency
Responsibilities
Serve as primary point of contact for clients; process account paperwork and maintain records; coordinate client meetings and advisor calendars; facilitate money movement requests; assist with marketing campaigns and client events; track and coordinate internal projects.
Seniority
Individual Contributor, entry to mid-level