Client Service Associate
Core
Provides high-touch administrative support to Financial Advisors, managing client accounts, processing transactions, and assisting with prospecting and reporting.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial reports, and marketing materials for Financial Advisors
Domain
Financial Services / Securities
Required skills
Client Relationship Management (CRM) software, Excel, financial transaction processing, account research, report preparation, client communication
Preferred skills
Securities industry experience, investment concepts knowledge, marketing event support
Technologies
CRM software, Excel, internal databases
Responsibilities
Service high volume of client inquiries and schedule meetings; process client financial transactions and expense reports; open new client accounts and research security information; prepare letters, forms, and business summary reports; maintain client records and files; assist with marketing seminars and client-facing events.
Seniority
Entry-level, 0-3 months experience