Client Service Associate

3 days ago


Reston, Virginia, United States Jtb International Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our Financial Advisors. The ideal candidate will have a strong background in administrative experience and excellent communication skills.

Key Responsibilities
  • Run daily reports to ensure advisor accounts are in good standing and take action to resolve any issues.
  • Coordinate and perform a wide range of staff and operational support activities.
  • Anticipate client needs, solve problems, and provide exceptional service while communicating with clients.
  • Respond to incoming emails and telephone calls in a professional manner.
  • Support the front desk with various office tasks, including answering phone calls, greeting clients, and processing checks.
  • Manage calendars and schedules meetings for clients, prospects, and outside vendors.
  • Prepare and coordinate client forms and documents.
  • Interact with the firm's home office support to develop cooperative relationships and follow through on requests.
  • Open new client profiles for prospective clients and add accounts to existing relationships for existing clients.
  • Close accounts for clients.
  • Attend regular meetings, including Weekly Ops Meetings, Professional Development & Compliance.
  • Assist with travel arrangements for the advisor to see clients.
  • Execute project-related tasks to contribute to the firm's development.
  • Support team members with various duties and responsibilities as assigned.


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