Client Service Assistant
Core
Administrative and client service support for Investment Advisors and branch operations, managing client relationships, daily inquiries, and marketing coordination.
Role type
Client Service Assistant (Wealth Management)
Builds
Client relationships and branch operational efficiency
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, administrative coordination, financial product knowledge, regulatory compliance, data management, technology support
Preferred skills
Wealth management operations knowledge, investment product knowledge, financial planning software familiarity
Responsibilities
Coordinate marketing activities and client events, handle client inquiries and basic money movements, generate reports and process account items, maintain client databases, support team members with technology and policy inquiries, ensure risk and compliance adherence
Seniority
Entry-level to Junior, hands-on IC