Job Description:
Our 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
