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 client support such as executing money movement, answering account questions, enrolling clients in digital tools, and supporting marketing strategies.
Administrative support involves managing calendars, coordinating meetings, maintaining travel itineraries, and handling general in-office 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
Money movement transactions
Digital tools enrollment
Inbound and outbound calls
Calendar and meeting management
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Adaptable and multi-task
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7, Series 66 or Series 63 and Series 65
Advanced Microsoft Office skills
Exceptional writing, interpersonal and client service skills