Client Service Associate - Dickinson,ND
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/Operations)
Builds
Client account management, meeting coordination, and office operations for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery | product features
Required skills
Customer service, calendar management, account administration, CRM proficiency, Microsoft Office (Word, Excel, PowerPoint), compliance adherence, communication
Preferred skills
Financial services background, Series 7 and 66 licenses, Bachelor's Degree
Responsibilities
Serve as primary point of contact for clients via phone, email, and in-person; Coordinate advisor calendars and client meetings; Process and maintain client account requests (new accounts, transfers, beneficiary changes); Maintain accurate client records in CRM; Prepare and distribute client correspondence and reports; Partner with custodians to facilitate transactions; Support office operations including mail processing and client events.
Seniority
Entry-level to Mid-level, hands-on IC