Client Service Associate
Core
Administrative support for clients and advisors, handling account openings, paperwork, scheduling, and CRM data maintenance.
Role type
Client Service Associate
Builds
Client accounts, financial reports, meeting schedules
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Account opening processing, CRM data management, financial reporting, client meeting scheduling, cash transfer execution, internal coordination
Preferred skills
Investment product knowledge, client retention activities
Responsibilities
Process account openings and funding, prepare client forms and financial reports, schedule and prepare for client meetings, maintain CRM data accuracy, handle client calls and inquiries, execute client appreciation activities
Seniority
Mid-level, individual contributor