Client Service Assistant
Core
Provides comprehensive client service, administrative support to advisors, and financial planning assistance (paraplanning) for a wealth management firm.
Role type
Client Service Assistant / Paraplanner
Builds
Client service workflows, financial plans, and administrative support for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client service, administrative support, financial planning support, account servicing, CRM proficiency, attention to detail, organizational skills
Preferred skills
paraplanning, wealth management support, executive support
Technologies
CRM systems, financial planning software, Microsoft Office
Responsibilities
handle client inquiries and onboarding, process account changes and documentation, prepare financial plans and projections, manage advisor calendars and logistics, maintain client records and compliance data
Seniority
Entry-level, 3+ years experience