Client Service Assistant
Core
Administrative and client service support for Investment Advisors and private wealth branch operations, including marketing coordination, client inquiries, and account administration.
Role type
Client Service Assistant
Builds
Client service experiences and operational support for private wealth advisory teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Administrative coordination, Financial product knowledge, Regulatory compliance, Data management, Technology support
Preferred skills
Wealth management operations experience, Investment product knowledge, Financial planning software proficiency
Responsibilities
Coordinate marketing activities and client events, Handle client inquiries and basic money movements, Generate reports and maintain client databases, Support Investment Advisors with meeting preparation and account tasks, Ensure compliance with risk and regulatory policies
Seniority
Entry-level to Junior, hands-on IC