Client Services Assistant
Core
Administrative and client service support for Investment Advisors and branch operations in wealth management.
Role type
Client Services Assistant
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 account transactions, Maintain client database and files, Support Investment Advisors with meeting preparation and investment needs, Ensure risk and compliance processes are followed
Seniority
Entry-level to Junior