Senior Client Services Associate

Job Summary

A company is looking for a Senior Client Services Associate in Investment / Wealth Management.

Key Responsibilities

• Enhance the client experience by providing exceptional service, including new account opening and resolving inquiries
• Execute money movement transactions and coordinate client service activities with the advisory team
• Organize materials for client meetings and participate in compliance and efficiency efforts

Required Qualifications

• Experience in the Investment / Wealth Management industry
• Strong proficiency in Microsoft Office programs, especially Excel, Word, and PowerPoint
• Experience with Outlook and CRM applications is a plus
• Professional demeanor and positive attitude
• Ability to work in a team-oriented environment