Client Service Associate - Nashua, NH
Core
Provide comprehensive client support to Financial Advisors and their clients by managing account inquiries, processing transactions, and handling administrative tasks.
Role type
Client Service Associate (Wealth Management Operations)
Builds
Operational efficiency and client experience for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, account management, transaction processing, CRM system management, report generation, project coordination, digital adoption, scheduling, expense reporting
Responsibilities
Address client and advisor inquiries on account activity and documentation; manage time-sensitive tasks like RMDs and distributions; submit account instructions and research complex issues; educate clients and advisors on services and technology; manage operational reports for cash management; perform administrative duties including scheduling and CRM updates.
Seniority
Individual Contributor, entry-to-mid level