Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Key responsibilities include executing money movement, answering non-investment account questions, educating clients on digital tools, and supporting marketing strategies.
The role requires strong organizational and time management skills, advanced Microsoft Office proficiency, and excellent interpersonal and writing abilities.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Answering client account questions
Digital tool enrollment
Managing calendars and meetings
Inbound and outbound calls
Nice-to-have
Cultivating client relationships
Marketing strategy support
Team player
Fast-paced environment adaptability
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65