Client Service Associate

24 hours ago


MA United States Lead Advisor LLC Full time

At Lead Advisor LLC, we are seeking a highly organized and detail-oriented Client Service Associate to support our wealth management team. This role is ideal for individuals who excel in providing exceptional client service and have a passion for delivering accurate and timely results.

Key Responsibilities:


• Manage client relationships and provide exceptional service


• Coordinate calendars and appointments for advisors


• Track and maintain accurate client information


• Prepare and distribute client reports and communications


• Assist with licensing and compliance requirements


• Perform general administrative duties as assigned

Requirements:


• Bachelor's degree required


• Excellent communication and organizational skills


• Proficiency in Microsoft Office Suite and typing


• Strong attention to detail and ability to multitask


• Ability to work in a fast-paced environment and meet deadlines


• Strong ethical standards and confidentiality



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