Client Assistant
Core
Administrative and operational support for Financial Advisors in Wealth and Investment Management, handling client service, account setup, and scheduling.
Role type
Client Assistant (Administrative Support)
Builds
Client accounts, appointment schedules, and operational files for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, account administration, scheduling, regulatory compliance, file management, referral tracking
Preferred skills
Brokerage client support, financial services industry experience, customer interaction, Microsoft Office (Word, Excel, Outlook, PowerPoint), prioritization
Technologies
Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Provide client service via telephone and correspondence; Facilitate account information requests and quotes; Schedule and prepare client appointments; Establish and service client accounts; Execute administrative functions including tracking referrals and maintaining regulatory files; Act as liaison for referral sources
Seniority
Entry-level to Junior