We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team. In this role, you will play a key part in ensuring an outstanding client experience by supporting financial advisors, managing day-to-day service operations, and helping to build lasting client relationships.
This position is ideal for someone who takes pride in delivering exceptional service, is highly organized, and thrives in a fast-paced, team-oriented environment.
Key Responsibilities
Serve as the first point of contact for client inquiries, providing prompt and accurate support through phone, email, and in-person interactions
Assist clients with account setup, maintenance, and issue resolution to ensure a smooth and professional onboarding process
Prepare and process client documentation, including account forms and investment transactions, in collaboration with financial advisors
Maintain accurate and confidential client records in compliance with regulatory standards
Coordinate client meetings by managing schedules, preparing materials, and ensuring timely follow-up on action items
Support marketing and outreach initiatives designed to enhance client satisfaction and engagement
Monitor and report on client feedback and service trends to support continuous improvement efforts
Qualifications
Bachelor’s degree in Business, Finance, Communications, or a related field
1 to 3 years of experience in a client service or administrative role within the financial services industry
Strong communication and interpersonal skills, with a focus on delivering high-quality client experiences
Excellent attention to detail and strong organizational capabilities
Proficiency in Microsoft Office Suite and CRM systems
Ability to manage multiple tasks independently and work effectively within a collaborative team environment
Knowledge of financial products and services is preferred
What We Offer
A supportive and team-driven workplace culture
Opportunities for professional growth and long-term career development
Competitive salary and comprehensive benefits package
The chance to make a meaningful impact on client satisfaction and financial success
If you are passionate about client service and looking for an opportunity to grow within a reputable financial services team, we encourage you to apply.
