Montana Licensed Client Service Associate

Job Summary

A company is looking for a Client Service Associate - Remote.

Key Responsibilities

• Provide administrative support to advisors, managing inquiries and ensuring timely service delivery
• Educate clients on account services and assist with account activities, including new accounts and maintenance
• Conduct proactive outreach to clients and assist in executing trades as needed

Required Qualifications

• 3+ years of experience in the wealth management industry
• 3+ years of prior administrative experience in a client-facing role
• 3+ years of proficiency in Microsoft Word and Excel; experience with CRM applications
• Bachelor's degree preferred in Business, Accounting, or Finance
• Series 7 and 66 licenses preferred