Client Service Associate

Job Summary

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

Key Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries and managing time-sensitive tasks
• Educate clients and advisors on services and technology while contributing to peer development and project work
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports

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 supporting licensed financial advisors
• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Experience with the Microsoft program suite (Outlook, Word, Excel)