Senior Client Service Associate

This Jobot Job is hosted by : Billy Mewton

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Salary : $90,000 - $105,000 per year

A bit about us :

Our client, a well-established firm in the financial services industry, is seeking a Senior Client Service Associate to join their team. This role is ideal for an experienced professional who thrives in a client-facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high-level service. The Senior Client Service Associate will be a key member of the client support team, managing client relationships, handling account administration, and ensuring compliance with firm and regulatory standards.

Why join us?

401(k)

Health Insurance

Flexible schedule

Paid time off

Modest accommodation for remote work with tenure & trust

Job Details

Job Details :

We are seeking a dynamic, experienced and highly motivated Senior Client Service Associate to join our Accounting + Finance team. This is a permanent position that provides the opportunity to work with high-net-worth clients and utilize Schwab Advisory services. The successful candidate will be responsible for providing top-notch client service, managing complex financial transactions and ensuring the smooth operation of our team. If you have a passion for finance, a client-centered approach and a desire to contribute to a thriving team, we would love to hear from you.

Responsibilities :

• Serve as the primary point of contact for high-net-worth clients, providing exceptional service and developing strong relationships.
• Utilize Schwab Advisory Services to manage client accounts, execute trades and maintain accurate records.
• Collaborate with internal teams to ensure seamless financial operations.
• Analyze financial data and prepare detailed reports to inform decision-making.
• Ensure compliance with industry regulations and company policies.
• Contribute to business development efforts, identifying potential clients and opportunities to grow the business.
• Stay abreast of industry trends and changes, continuously updating knowledge and skills.
• Provide guidance and mentorship to junior team members, contributing to a positive, collaborative work environment.

Qualifications :

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