Temporary Client Service Associate

Job Summary

Providing exceptional client support, the full-time Temporary Client Service Associate will respond to inbound inquiries, assist with troubleshooting, and collaborate with team members to enhance the client experience in a fully remote setting.

Key Responsibilities

• Respond to inbound phone calls and emails, troubleshooting issues and guiding clients through the client portal
• Coordinate and resolve client inquiries using the company's ticket management system while anticipating client needs
• Document processes and provide backup support for Donor Advised Fund Operations as needed

Required Qualifications

• Bachelor's degree in finance, business, economics, or a related field, along with at least 3 years of relevant experience
• Experience in a wealth management, RIA, or financial advisory environment preferred
• Proficiency with Microsoft 365 applications and familiarity with cloud-based collaboration tools
• Demonstrated ability to build rapport with clients and effectively manage inquiries
• Energetic and organized individual with strong interpersonal skills and the ability to prioritize competing demands