Senior Client Service Associate

Job Summary

To support a growing financial advisory team, the full-time Senior Client Service Associate will deliver exceptional client experiences through proactive relationship management, high-touch service, and expert coordination of client service and operational activities in a fully remote environment.

Key responsibilities

• Manage complex account and service requests while acting as a primary point of contact for clients
• Coordinate client communications and meetings, ensuring efficient operation of the practice
• Provide advanced administrative support to financial advisors, including onboarding new clients and preparing materials for client reviews

Required qualifications

• Bachelor's degree or equivalent work experience preferred
• 3-5+ years of industry experience, including client-facing roles
• Experience with Salesforce or comparable CRM required
• Proficiency with Schwab and Fidelity platforms; experience with Pershing preferred
• Strong working knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)