Client Service Associate | New College Graduate 2027
Core
Supporting clients and advisors by executing routine administrative tasks, processing account openings, and handling client requests.
Role type
Client Service Associate (New College Graduate)
Builds
Wealth management advisory services
Domain
Financial Services / Wealth Management
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; Receive client calls and resolve issues; Maintain CRM data accuracy; Execute client appreciation activities; Assist with internal coordination across departments.
Seniority
Entry-level, New Graduate