Client Service Associate
Core
Client-facing associate supporting advisors in a wealth management practice by managing client requests, account administration, and operational tasks.
Role type
Client Service Associate
Builds
Client service experience and operational efficiency for a wealth management practice
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Account administration, Trade processing, Onboarding support, Documentation management, Prioritization
Preferred skills
Wealth management experience, Financial services background, Investment account familiarity
Technologies
None stated
Responsibilities
Provide client service via phone, email, and in-person; Process money movement and trade requests; Assist with client onboarding and account opening; Prepare and track account paperwork; Support advisors with meeting preparation and follow-up
Seniority
Individual Contributor