Client Service Assistant
Core
Administrative and operational support for Investment Advisors and branch operations, managing client service requests, marketing coordination, and account administration.
Role type
Client Service Assistant (Wealth Management)
Builds
Client service experience and operational support for investment portfolios
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, traditional and non-traditional investment products familiarity, financial planning software proficiency
Technologies
Financial planning and investment industry software
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 technology issues, ensure risk and compliance adherence
Seniority
Entry-level to Junior, 1-2 years experience