Client Services Associate
providence talent groupMiami Beach, FL
Client Services Associate
providence talent groupMiami Beach, FLJunior L3
Financial Clerks, All OtherBrokerage ClerksSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
APPLY NOWOur client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is central to day-to-day client operations, from onboarding and account maintenance to preparing for client meetings and ensuring seamless communication across the team.
Key Responsibilities:
- Serve as a primary point of contact for client service requests, including account inquiries, transfers, and documentation
- Prepare client meeting materials, including performance reports, account summaries, and agendas
- Process account opening, transfer, and maintenance paperwork accurately and in a timely manner
- Coordinate with custodians and third-party providers to resolve account issues
- Maintain and update client records in the CRM system
- Assist advisors with scheduling, follow-ups, and client communication
- Monitor deadlines related to required client documentation, compliance filings, and account reviews
- Support the onboarding process for new clients, ensuring a smooth transition
- Identify opportunities to improve internal workflows and client service processes
Qualifications:
- 2+ years of experience in a client-facing role within wealth management, financial planning, or investment advisory services
- Strong organizational skills with close attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Series 7/63/65 licenses are a plus, but not required
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Level
Junior L3
Location
Miami Beach, FL
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today