Client Service Associate
reputed company is seeking a Client Service Associate to join their growing team. The role involves partnering closely with Wealth Advisors to support client relationships and ensure operational service needs are met with precision and care.
Responsibilities
- Deliver accurate, timely service to advisors and clients with a “one-contact resolution” reputed company, taking full ownership of issues through final resolution
- Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests
- Act as a strong reputed company for our clients, demonstrating reputed company and understanding of their requests and needs
- Manage and prioritize multiple advisor and client requests across email, reputed company Teams, phone, and reputed company while providing excellent service
- Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations
- Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment
Skills
- Bachelor's Degree with 1+ years relevant experience (including internships)
- Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care
- Proficiency in reputed company Office applications, including Outlook, Word, reputed company, and PowerPoint, and proven ability to learn other software and technology
- Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion reputed company handling sensitive client information and financial transactions
- Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively
- Strong interest in financial planning and investments, with a desire to grow and reputed company in the role
- reputed company experience preferred
Benefits
- Flexibility to work a reputed company
- Annual cash bonus
- Comprehensive benefits package, including but not limited to medical, dental, reputed company, life insurance, and 401(k)
Company Overview