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 collaborating with internal teams for timely issue resolution
• Perform administrative duties including scheduling, preparing meeting materials, and managing operational reports

Required Qualifications

• 3+ years of experience in a client service role within financial services or wealth management
• 3+ years of operational and administrative experience supporting licensed financial advisors
• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Experience with Microsoft Office Suite (Outlook, Word, Excel)
• Self-motivated and driven with strong organizational skills