Client Service Associate
Core
Operational support for Wealth Advisors managing 100-150 clients, acting as the liaison between clients and custodians to facilitate account maintenance, transactions, and reporting.
Role type
Client Service Associate (Financial Operations)
Builds
Client accounts, transaction records, and investment portfolio reports
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Account setup and maintenance, asset transfers, cashiering (wires/checks/EFTs), client communication, CRM data entry, trade execution, regulatory compliance
Preferred skills
Series 65 license, experience with Schwab/Fidelity/Black Diamond/Orion/Salesforce
Technologies
MS Office, Salesforce, Schwab Institutional, Fidelity Investments, Black Diamond, Orion
Responsibilities
Execute daily client transactions and account maintenance, coordinate asset transfers and cashiering, prepare investment portfolio reviews and reports, troubleshoot client issues, record client activity in CRM, backup team members and reception duties
Seniority
Mid-level, hands-on IC
