Finance - Client Service Associate

Skills

• Excellent verbal and written communication skills
• Strong attention to detail
• Proficiency in Microsoft Office
• Familiarity with CRM systems

Responsibilities

• Serve as the frontline contact for client phone calls, emails, and inquiries
• Provide accurate information, troubleshoot issues, and ensure clients feel cared for and well-informed
• Open new client accounts with precision and in accordance with compliance standards
• Process account updates, beneficiary changes, transfers, and required documentation
• Auxiliary with client meeting preparation
• Prepare, manage, and submit paperwork for a variety of client and internal requests
• Maintain organized, compliant records and support ongoing regulatory needs
• Initiate and process money movements, transfers, RMD requests, and other financial transactions securely and on time
• Track client requests from initiation through completion with clear communication throughout
• Assist with daily operational tasks and provide cross-team support as needed
• Help maintain smooth workflows and uphold a high standard of client care
• Assist with client appreciation events and special events as needed, holiday cards, and assist with e-newsletters, databases, and mailings

Requirements

• At least 2-3 years of work experience
• Experience in financial services, insurance, or a similar client-facing role preferred
• A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs
• A customer-first attitude and commitment to delivering exceptional service

Benefits

Compensation: Salary range is generally $55k to $70K. Salary amount is determined by specific job location.