Client Service Associate
Core
Administrative and operational support for financial advisors and clients, ensuring exceptional client experiences and accurate account management.
Role type
Client Service Associate (Administrative Support)
Builds
Client relationships, accurate account records, and operational efficiency for financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, administrative coordination, CRM system proficiency, compliance adherence, document processing, calendar management, data accuracy, office operations, vendor coordination, communication.
Responsibilities
Serve as first point of contact for clients via phone, email, and in person; schedule and confirm client meetings; process account requests (beneficiary updates, transfers, RMDs); maintain client records in CRM; coordinate with custodians and financial institutions; prepare reports and correspondence; manage office supplies and general upkeep; support client events and communications.
Seniority
Mid-level, individual contributor