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AAA PWM Client Service Associate
4 months ago
Private Wealth Management Client Service Associate
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.
Primary Responsibilities:
Serve as the main point of contact for assigned client relationships
Field client phone calls and emails, providing prompt responses to inquiries
Process account paperwork including new account openings, transfers, distributions, etc.
Update client data and relationship management systems
Prepare investment review materials and performance reports for advisors
Complete trade entry and account maintenance tasks
Support client events and meetings
Required Qualifications:
Do not apply if you do not have more than 5 years at one company on your resume in related field
Bachelor's degree or equivalent work experience
2+ years in financial services or client service role
Proficiency with CRM systems and financial planning software
Strong verbal, written and technical communication abilities
Highly organized and attentive with ability to manage multiple tasks
Upbeat customer-focused attitude
We offer a competitive salary and benefits package commensurate with experience. Please submit your resume if you would like to contribute your talents to our close-knit team managing assets for high-net-worth individuals and families. For consideration please email Do not apply if you do not have more than 5 years at one company on your resume