Client Service Associate

Job Summary

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

Key Responsibilities

• Provide exceptional client service and support to financial advisors and their clients
• Manage client inquiries and resolve issues efficiently
• Assist in processing transactions and maintaining client accounts

Required Qualifications

• 3+ years of experience in a client service role within a financial services or wealth management environment
• 3+ years of hands on operational and administrative experience
• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66) preferred