Client Service Associate (Albany, GA)
Core
Provides operational support to Financial Advisors by managing client accounts, processing transactions, and handling high-volume daily interactions.
Role type
Client Service Associate
Builds
Client accounts, financial reports, and CRM records
Domain
Financial Services / Securities
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, account research, data entry, report preparation
Preferred skills
Securities industry experience, knowledge of investment concepts and market regulations
Technologies
CRM software, Excel, internal databases
Responsibilities
Service high-volume client inquiries via phone, in-person, and virtual channels; process client financial transactions and expense reports; open new client accounts and research security information; prepare business summary reports and client-specific documentation; maintain client records and files; assist with marketing events and seminars.
Seniority
Entry-level, individual contributor