Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include executing money movement transactions, answering general account questions, assisting with digital tools, and supporting marketing strategies.
The role also involves administrative support such as managing calendars, coordinating meetings, maintaining travel itineraries, and handling general in-office support functions.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Exceptional client service skills
Strong interpersonal skills
Detail-oriented organizational skills
Advanced Microsoft Office skills
Ability to multitask
Nice-to-have
Client first mindset
Team player
Adaptable
Goal-oriented
Self-motivated
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)