Client Service Associate

Job Summary

A company is looking for a Client Service Associate to support Financial Advisors in a remote, full-time role.

Key Responsibilities

• Communicate directly with advisors and clients to resolve inquiries and build rapport
• Manage account activities, including cash management, distributions, and account maintenance
• Educate clients and advisors on account services and assist with administrative tasks

Required Qualifications

• 1+ years of financial industry experience, preferably in wealth management
• 1+ years of experience utilizing the Microsoft program suite (Outlook, Word, Excel)
• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Strong background in client service
• Self-motivated and driven individual