Client Service Associate
10 hours ago
We are seeking a highly organized and detail-oriented individual to join our team as a Client Service Associate in our Private Client Group. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.
Key Responsibilities- Client Support: Provide timely and accurate responses to client inquiries, and assist with various client needs.
- Database Management: Maintain accurate and up-to-date records of client interactions and account information.
- Marketing and Communications: Assist with marketing efforts and develop materials to promote our services to clients.
- Special Projects: Participate in special projects as assigned by management, and contribute to the development of new initiatives.
- Team Collaboration: Work closely with financial advisors, management, and other support members to achieve team goals and objectives.
- Education: Bachelor's degree in Business, Economics, Finance, or Accounting, or willingness to become licensed.
- Experience: Some experience working in finance or a related field is preferred.
- Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in MS Office products.
- Personal Qualities: Proactive, positive, and team-oriented individual with a high degree of confidentiality and integrity.
We offer a comprehensive benefits package, including health, dental, and vision insurance, 401(k) plan, and paid time off. Our compensation range is $45,000 to $55,000 per year, depending on experience and qualifications.
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Client Service Associate
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