Financial Services Associate
Core
Supporting Senior Advisors in managing and deepening relationships within an established client book, focusing on delivering an exceptional experience to existing clients without new client acquisition.
Role type
Associate financial services assistant (client service)
Builds
Client relationships and trust within an established book
Domain
Financial planning, wealth management, insurance
Deliverable
client delivery
Required skills
Client relationship management, financial planning fundamentals, portfolio review support, compliance documentation, meeting note tracking, cross-functional collaboration
Preferred skills
Strategic thinking, organizational skills, attention to detail, interpersonal skills, ability to manage multiple priorities
Technologies
Financial planning materials, investment proposals, insurance analyses
Responsibilities
Attend and actively participate in client meetings alongside the Senior Advisor, Collaborate with the broader team on client onboarding and ongoing service, Assist in the preparation and delivery of financial plans and insurance analyses, Build meaningful, trust-based relationships with clients, Work collaboratively with investment and insurance partners to fulfill client requests, Track meeting notes and action items following client reviews
Seniority
Entry-level to early career