Client Service Associate - Aberdeen,SD
Core
Administrative and operational support for financial advisors and clients, ensuring exceptional service and account accuracy.
Role type
Client Service Associate (Administrative Support)
Builds
Client experience and operational efficiency for financial advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Organization, attention to detail, verbal and written communication, Microsoft Office Suite proficiency, CRM system usage, problem-solving
Responsibilities
Serve as primary point of contact for clients via phone, email, and in-person; coordinate advisor calendars and meetings; process account openings, transfers, and maintenance; maintain client records in CRM; collaborate with custodians to resolve account issues; support office operations and client engagement initiatives.
Seniority
Individual Contributor