Client Service Associate

Job Summary

A company is looking for a Client Service Associate to support financial advisors and enhance client relationships.

Key Responsibilities

• Communicate directly with clients and advisors to resolve inquiries and provide support
• Manage account activities and ensure timely service delivery through collaboration with internal departments
• Educate clients on account services and assist with administrative tasks as needed

Required Qualifications

• 1+ years of experience in the financial industry, preferably in wealth management
• 1+ years of experience in a client service role
• Desire to obtain industry licenses (i.e., SIE, Series 7, and 66)
• Experience with Microsoft Office programs (Outlook, Word, Excel)
• Self-motivated and able to take initiative in a fast-paced environment