Client Service Associate
Core
Support financial advisors by servicing clients, preparing financial plans, processing transactions, and managing administrative operations.
Role type
Client Service Associate (Operations Support)
Builds
Client financial plans, transaction records, meeting summaries, and marketing event logistics
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment research, trade execution, data analysis, administrative coordination, compliance documentation, client communication
Preferred skills
Bachelor's degree
Technologies
Contact management systems, financial planning software, document management tools
Responsibilities
Assist advisors in preparing financial plans and completing trades; schedule and summarize client meetings; process new business paperwork and insurance applications; coordinate marketing events and compliance; handle general administrative duties like expense reports and client correspondence