Client Service Associate

Job Summary

A company is looking for a Client Service Associate - Remote.

Key Responsibilities

• Provide comprehensive client support through communication with advisors and clients, addressing inquiries and managing time-sensitive tasks
• Educate clients and advisors on services and technology while managing operational reports and special projects
• Perform administrative duties such as scheduling, preparing meeting materials, and processing expense reports

Required Qualifications

• 1+ years in a client service role supporting a financial services wealth management advisor
• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Experience with the Microsoft program suite (Outlook, Word, Excel)
• Self-motivated and driven to take initiative