Client Service Associate

Job Summary

A company is looking for a Client Service Associate to join their Wealth Management Team.

Key Responsibilities:

• Lead coordination and processing of new accounts and account transfers
• Coordinate client requests for money/asset movement and respond to account maintenance requests
• Utilize CRM system for tracking client data and collaborate with team members on service requests

Required Qualifications:

• High School Diploma or GED (associate or bachelor's degree preferred)
• Experience in a client or customer service role
• Proficiency in Microsoft Office Suite
• Ability to handle sensitive information and maintain confidentiality
• Strong interpersonal skills and a team-based attitude