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We are seeking a skilled and professional Client Service Associate to support financial advisors and manage back-end client account operations. This person will work behind the scenes and help deliver exceptional service at a high standard. We are seeking wsomebody with experience in the financial services industry and active Series licensing to join our growing team. This firm offers competitive wages, increased earning potential, and room for growth from within!
Job Responsibility:
Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials
Requirements:
5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
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