Client Service Associate
Core
Supporting clients and advisors by executing routine administrative tasks, processing account openings, and handling client requests.
Role type
Client Service Associate
Builds
Client accounts, financial reports, meeting schedules
Domain
Financial Services / Wealth Management
Required skills
Account opening processing, CRM data maintenance, client meeting scheduling, financial report preparation, cash transfer processing, internal coordination, compliance adherence
Preferred skills
Investment product knowledge, client follow-up, meeting note summarization
Technologies
CRM systems, electronic check processing, wire transfer systems
Responsibilities
Process account openings and funding, schedule client meetings, prepare client forms and financial reports, maintain CRM data accuracy, handle client calls and resolve issues, organize advisory team meetings
Seniority
Junior, 1-3 years experience