Client Service Associate

Key Responsibilities

• Aid advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions as directed.
• Support client meetings by scheduling and confirming appointments, entering data into contact manager, creating meeting agendas and summaries, escorting clients to meetings, and following up as necessary.
• Ensure new business paperwork is processed efficiently, including form preparation, signature acquisition, application tracking, and coordination of rollovers.
• Coordinate marketing events by organizing the event, contacting vendors, finalizing details, drafting compliance documentation, and managing reimbursement.
• Perform general administrative duties such as answering phones, processing expense reports, composing routine client communications, supporting closings, setting up client files, handling new business correspondence and alerts.

Required Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Experience working in a client service environment.
• Strong detail-oriented and analytical skills.
• Good organizational and time management abilities.
• Ability to manage multiple priorities and prioritize effectively.
• Independence in working with minimal supervision.
• Effective communication with all organizational levels.
• Process-oriented and team-oriented approach.
• Strong computer and software skills.

Preferred Qualifications

• Bachelor's degree or equivalent.
• Full-time employment preference.
• Exempt status preferred.