Client Service Associate
Core
Supporting clients and advisors by executing routine administrative tasks, handling account openings, and ensuring CRM data accuracy.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, meeting schedules, and financial reports
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Account opening processing, CRM data management, meeting scheduling, financial report preparation, client communication, internal coordination
Preferred skills
Investment product knowledge, process improvement, Series 65 license
Technologies
CRM systems, Custodian platforms
Responsibilities
Process account openings and tasks with Custodians, Schedule client meetings, Prepare client forms and financial reports, Maintain and quality control CRM, Receive client calls and resolve issues, Execute client appreciation and retention activities
Seniority
Entry to Mid-level, hands-on IC