Client Service Associate
Core
Provides high-touch administrative support to Financial Advisors, managing client interactions, processing transactions, and maintaining records.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial transaction records, business summary reports, and CRM databases.
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, multi-channel communication (phone, email, in-person, virtual), time management, customer service.
Preferred skills
Securities industry experience, knowledge of investment concepts and financial markets, ability to handle stressful situations.
Responsibilities
Services high volume of daily client inquiries and schedules meetings; processes client financial transactions and advisor expense reports; opens new client accounts and researches security information; ensures client paperwork accuracy; prepares letters, forms, and business summary reports; maintains CRM records and files; assists with marketing events; enters orders as directed.
Seniority
Entry-level to Junior