Sales Support Associate

About the role

Our client, a well-established financial services firm, is seeking a Client Service Associate to provide outstanding support to clients and contribute to the success of a collaborative advisory team. This role combines client service, operational coordination, event support, and administrative responsibilities in a professional office environment.

Responsibilities

• Serve as a primary contact for client inquiries by phone, email, and in person
• Maintain accurate CRM records and support account-related administration
• Coordinate educational events and seminars, including logistics and attendee communications
• Assist with business processing, operational workflows, and compliance-related activities
• Partner with external vendors on marketing initiatives
• Support client relationship management efforts
• Provide day-to-day administrative assistance to the advisory team

Requirements

• 2+ years of professional office experience, preferably within wealth management, banking, insurance, tax, or a related field
• Strong written, verbal, and phone communication skills
• Ability to work independently and manage multiple priorities with minimal supervision
• Excellent attention to detail and organizational skills
• Experience with CRM platforms and database management
• A professional, client-focused approach
• Interpersonal skills to build trust with clients and colleagues alike

Benefits

• Comprehensive benefits package
• Discretionary bonus opportunities
• Retirement plan contributions