Senior Client Service Associate
Core
Provides high-level support to clients and advisors by managing complex account tasks, processing paperwork, and handling escalated issues.
Role type
Senior Client Service Associate (Financial Services)
Builds
Client accounts, investment portfolios, and advisory team operations
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account management, paperwork processing, cash transfer execution, CRM maintenance, meeting coordination, financial reporting, regulatory compliance knowledge
Preferred skills
Series 65 licensing, CFP® designation
Technologies
CRM systems, electronic check processing, wire transfer systems
Responsibilities
Process account openings, funding, deposits, and 401(k) rollovers; manage cash transfers, wires, and data maintenance; prepare and follow up on client meetings; maintain quality control of CRM; lead internal coordination across departments; execute client retention activities; provide basic financial advice upon obtaining Series 65 license
Seniority
Senior, hands-on IC