Senior Client Service Associate
Core
Provides high-touch administrative support to Financial Advisors, managing client accounts, processing documents, and handling daily client interactions.
Role type
Senior Client Service Associate
Builds
Client accounts, business reports, and marketing materials for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Excel, financial markets knowledge, account research, document processing, client communication
Preferred skills
Investment concepts, securities industry regulations, marketing support
Technologies
CRM software, Excel
Responsibilities
Service high volume of daily client interactions (phone, in-person, virtual); Open new client accounts and research client/security information; Process documents for insurance, Roth IRA conversions, and 529 accounts; Prepare business summary reports and client-specific reporting; Maintain accurate client paperwork and documentation; Assist Financial Advisors with marketing efforts and website updates
Seniority
Senior, 3+ years experience