Client Service Associate

A company is looking for a Client Service Associate to deliver exceptional client service and support in a hybrid wealth management environment.

Key Responsibilities

Communicate and collaborate with clients and team members to provide excellent service

Prepare documents for client meetings and assist with account administration functions

Execute the set-up and transfer of funds for new investment accounts and resolve client account issues

Required Qualifications and Education

College Degree

1-2 years of experience in a client or customer service role

Strong organizational skills and attention to detail

Experience with technology / software and CRM systems

Desire to provide concierge quality customer service