Client Associate
Core
Administrative and operational support for Financial Advisors to service clients via phone, correspondence, and account management.
Role type
Client Associate (Administrative Support)
Builds
Client service interactions, account files, and referral tracking for Wealth and Investment Management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, account administration, regulatory compliance, Microsoft Office (Word, Excel, Outlook, PowerPoint), appointment scheduling, data entry
Preferred skills
Brokerage client support, financial services industry experience, customer interaction, prioritization in dynamic environments
Responsibilities
Provide client service via telephone and correspondence; Facilitate advisor and client requests for account information; 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