Client Service Associate

Job Summary

A company is looking for a Client Service Associate to join their team in a permanently remote position.

Key Responsibilities

• Respond to client requests with timeliness and accuracy
• Process trade orders, account opening applications, and custodial tasks
• Manage and execute client deliverables and communicate with clients regularly

Required Qualifications

• 3 years of financial services experience and prior remote working experience
• Proficient with technology, 3rd party software, and Microsoft Office products
• Ability to prioritize tasks and meet deadlines
• Strong organizational skills
• Ability to learn and implement new technology and software quickly