Client Service Associate

Job Summary

To support a growing team, the full-time remote Client Service Associate will act as a liaison between investment advisors and clients, focusing on client outreach, appointment setting, and troubleshooting client issues.

Key responsibilities

• Contact clients for portfolio reviews, financial planning discussions, and follow-ups on client events
• Collaborate with advisors regarding current client interactions and needs
• Record client interactions accurately within customer relationship management software

Required qualifications

• Proven investment advisory sales skills with experience in proactive outbound calling
• Knowledge of investment products and services
• Ability to maintain compliance with regulatory-driven policies and procedures
• Exceptional operational and organizational skills for managing complex tasks
• Strong interpersonal skills and a collaborative team-oriented approach