Client Service Associate - Kingsport, TN
On-site · United States
Core
Support Financial Advisors and clients in a wealth management firm by handling inquiries, executing account activities, and managing operational reports.
Role type
Client Service Associate (Wealth Management Operations)
Builds
Client accounts, operational reports, and advisor business support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, account administration, operational reporting, CRM management, financial industry knowledge, Microsoft Office suite
Responsibilities
Handle daily direct communication with advisors and clients, submit instructions for account activities, manage daily operational reports, educate clients on account services, answer phones and schedule appointments, maintain client management systems
Seniority
Entry-level to Junior, hands-on IC