Client Service Associate

Job Summary

A company is looking for a Client Service Associate to support client needs and enhance service delivery.

Key Responsibilities

• Schedule client meetings and manage custodian paperwork
• Act as a liaison with custodians to resolve issues and enhance platform functionality
• Provide administrative support and execute client workflows using CRM and reporting platforms

Required Qualifications

• Bachelor's degree
• Three to five years of post-undergraduate experience
• Experience with custodian paperwork, ideally Charles Schwab
• Familiarity with CRM and reporting systems, ideally Advisor Engine and Tamarac
• Strong organizational skills and attention to detail