Client Service Associate

A company is looking for a Client Service Associate to provide exceptional service to clients in a remote setting.

Key Responsibilities

Respond to client requests with timeliness and accuracy

Process account applications and manage custodial tasks

Manage client deliverables and follow up after advisor meetings

Required Qualifications

3 years of financial services experience and prior remote working experience

Proficient with technology and Microsoft Office products

Ability to prioritize tasks and meet deadlines

Experience with specific software like Redtail is a plus

Ability to work independently and manage time effectively