Client Service Associate - Aberdeen,SD
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 service experience, operational efficiency, and advisor productivity
Domain
Wealth Management / Financial Services
Deliverable
client delivery | dashboards & analysis
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 client meetings; process account openings, transfers, and maintenance; maintain accurate client records in CRM; collaborate with custodians and financial institutions; support office operations including document preparation and event coordination