Job Overview
We seek a Client Service Associate to fill this key position.
Key Responsibilities:
* Deliver exceptional client service and administrative support to Bankers and clients.
* Maintain accurate client information within our CRM system.
* Assist with client documentation preparation and onboarding processes.
* Manage client portfolios, including implementation and ongoing management.
Requirements:
* Previous experience supporting advisors in Wealth Management or Financial Services is required.
* A strong understanding of financial products and platforms is essential.
* High attention to detail, a proactive mindset, and excellent time management skills are necessary.
Benefits:
This role offers a unique opportunity to grow professionally and develop your expertise in client service and wealth management.
What We Offer:
* A dynamic work environment that fosters collaboration and innovation.
* Opportunities for professional development and career advancement.
* A competitive compensation package that reflects your value to the organization.