Client Service Associate - Pittsfield,MA
Core
Administrative and operational support for financial advisors and clients, ensuring exceptional client experiences and managing branch office operations.
Role type
Client Service Associate (Administrative Support)
Builds
Client relationships, accurate records, and operational efficiency for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, scheduling, documentation preparation, account maintenance, compliance coordination, calendar management, report generation, general office administration
Preferred skills
Business/Accounting/Finance degree, CRM system navigation
Technologies
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems
Responsibilities
Serve as primary point of contact for clients via phone, email, and in person; schedule client meetings; prepare documentation and process account maintenance requests; maintain accurate client records; coordinate with custodians and financial institutions; manage advisor calendars; prepare reports and correspondence; assist with client events and marketing initiatives
Seniority
Individual Contributor, entry to mid-level