Client Service Associate

Job Summary

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

Key Responsibilities

• Provide client support through communication with advisors and clients, addressing inquiries and managing time-sensitive tasks
• Educate clients and advisors on services and technology while collaborating with internal teams for issue resolution
• Perform administrative duties including scheduling, preparing meeting materials, and managing operational reports

Required Qualifications

• 1+ years of financial industry experience, 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 the Microsoft program suite (Outlook, Word, Excel)