Client Service Associate

Job Summary

Supporting financial advisors in a full-time capacity, the Client Service Associate will manage client relationships, perform administrative tasks, and ensure exceptional client experiences while working onsite and remotely.

Key responsibilities

• Serve as the primary point of contact for clients, providing assistance via phone, email, and in person
• Schedule client meetings, prepare documentation, and ensure timely processing of client requests
• Maintain client records in the CRM system and assist with compliance-related tasks

Required qualifications

• Minimum 2 years of experience in a financial services or administrative support role
• Associate or bachelor's degree, preferably in business, accounting, or finance
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Ability to learn and use CRM systems effectively
• High level of professionalism and ethical conduct