Client Service Associate | New College Graduate 2027
Core
Supporting clients and advisors by executing routine administrative tasks, processing account paperwork, and ensuring CRM data accuracy.
Role type
Associate (entry-level IC)
Builds
Wealth management client accounts and advisory operations
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Account opening processing, CRM data maintenance, client meeting scheduling, financial report preparation, cash transfer execution, regulatory compliance adherence
Preferred skills
Investment product knowledge, internal coordination, client follow-up
Technologies
CRM systems, Custodian platforms
Responsibilities
Process account openings, funding, and deposit electronic checks; Schedule client meetings and prepare forms/reports; Maintain quality control of CRM data; Execute cash transfers, wires, and data maintenance; Receive client calls and resolve issues; Organize advisory team meetings and events.
Seniority
Entry-level, new graduate