Client Service Associate

Job Summary

A company is looking for a Client Service Associate to join a fast-paced team in the wealth management sector.

Key Responsibilities

• Prepare client meeting agendas, gather client data, and prepare reports
• Attend and take notes during client meetings, documenting and tracking tasks
• Maintain records in CRM and portfolio management software while providing support to advisors and clients

Required Qualifications

• 1-3 years of experience in financial planning or investment management
• Experience with Money Guide Pro/eMoney and/or Redtail CRM is a plus
• Willingness to obtain Series 7 and Life & Health licenses
• Client Service Plus work style
• Detail-oriented with the ability to manage time and tasks effectively