Client Service Associate | New College Graduate 2027
Core
Supporting clients and advisors by executing routine administrative tasks, processing paperwork, and ensuring CRM data accuracy.
Role type
Administrative support associate (wealth management)
Builds
Client account files, meeting schedules, and basic financial reports
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Account opening processing, CRM data management, meeting scheduling, client form preparation, custodian interaction, internal coordination, client call handling
Responsibilities
Process account openings and custodian paperwork, schedule client meetings, prepare client forms and financial reports, maintain CRM data accuracy, receive and resolve client calls, organize advisory team meetings
Seniority
Entry-level, new graduate
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