Client Service Associate
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Job Summary
Providing customized wealth advisory services, the hybrid Client Service Associate will manage client meeting scheduling, prepare custodian paperwork, and serve as the primary point of contact for client administrative requests in a direct hire role.
Key responsibilities
- Schedule client meetings and manage onboarding/offboarding documentation
- Prepare and process custodian paperwork and alternative investment documentation
- Act as a liaison with custodians to troubleshoot issues and enhance platform functionality
Required qualifications
- Bachelor's degree
- At least three years of post-undergraduate experience in a financial services client support role
- Experience with custodian platforms, ideally Charles Schwab
- Familiarity with CRM systems, preferably Advisor Engine
- Strong organizational skills and attention to detail
Complete Job Description
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