Client Service Associate

Job Summary

A company is looking for a Client Service Associate who is passionate about helping others and committed to exceeding client expectations.

Key Responsibilities

• Process and monitor client transactions, including deposits, withdrawals, and account updates
• Maintain accurate client records in CRM and portfolio management systems
• Coordinate with custodians to open accounts and troubleshoot account-related issues

Required Qualifications

• 3 years of experience in financial services, specifically in client service and wealth management operations
• Strong relationship-building skills with clients and team members
• High emotional intelligence and empathy for supporting clients through transitions
• Proactive mindset with strong judgment and discretion in client interactions
• Advanced proficiency in Windows, Microsoft Office, and financial CRM platforms