Client Service Associate
Core
Sales support role providing administrative and service functions to Financial Advisors and bank clients to enhance sales production and customer experience.
Role type
Senior IC client service associate (sales support)
Builds
Administrative support, client service, and sales enablement for Financial Advisors
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Sales experience, customer service, calendar management, data entry, document handling, system expertise, client research, sales goal support, team collaboration, analytical skills, product knowledge
Preferred skills
Bilingual English/Spanish, investment licensing, Microsoft Office proficiency, coaching abilities
Technologies
Microsoft Office, internal banking systems
Responsibilities
Provide infrastructure support to Financial Advisors, manage advisor calendars, handle customer inquiries and service needs, perform data entry and document management, conduct client research and reviews, assist advisors in achieving sales goals, act as subject matter expert on business systems
Seniority
Senior, hands-on IC