Client Service Associate | New College Graduate 2027
Core
Supporting clients and advisors by executing routine administrative tasks, handling account openings, processing paperwork, and ensuring CRM data accuracy.
Role type
Administrative support associate (wealth management)
Builds
Client account files, meeting schedules, and basic financial reports
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Account opening processing, CRM data management, client meeting scheduling, financial report preparation, custodian form processing, internal coordination
Preferred skills
Series 65 license, 0-2 years financial planning experience
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 activities, Organize advisory team meetings
Seniority
Entry-level, new graduate