Client Service Associate
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Service Associate providing excellent client service and managing responsibilities in a wealth management firm. The role involves communication, process management, and task execution for client deliverables.
Responsibilities:
- Respond to client requests with timeliness and accuracy
- Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks
- Manage notes, activities, workflows and reports in Redtail CRM
- Generate trades, following specific instructions from advisors
- Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up
- Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
Requirements:
- 3 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
Benefits:
- Health Insurance Plan with Company Contribution (50% of premium)
- Simple IRA with 3% employer match
- Generous PTO Policy & Paid Holidays – 13 PTO days to start
- Great Work/Life Balance with a Monday-Friday Schedule
Similar Jobs
Client Support Manager
Client Support Manager overseeing daily operations and ensuring service delivery for Client Support team. Leading a metrics-driven approach to improve client satisfaction at Skynet Innovations.
Client Service Representative
Client Service Representative at Magna Legal Services providing legal support via phone and email. Delivering outstanding client service and resolving inquiries in a fast-paced environment.
Senior Manager, Client Services
Senior Manager Client Services managing ERP and HRP delivery across the UK, Africa, and the Middle East. Leading a team to ensure client satisfaction and operational excellence with global leadership oversight.
Client Services Partner
Client Services Partner at Genpact managing account portfolios focused on growth and client satisfaction. Leading strategies and collaborating across business functions to ensure client success.
Client Services Specialist
Client Services Specialist supporting executive leadership and building strategic relationships at a management consulting firm. Contributing to business development and long-term revenue growth.
Client Services Associate
Client Services Associate supporting clients and patients in healthcare remotely. Resolving inquiries and contributing to departmental objectives with a focus on customer satisfaction.
Client Services Associate – Fixed Term
Client Services Associate delivering exceptional customer support for Guardant Health’s oncology services through various channels. Involved in customer outreach, data entry, and operations management.
Junior/Mid Client Service
Client Services role managing client strategies and relationships at a hospitality-focused growth agency. Collaborate on projects and support client success across the resort/restaurant sector.
National Client Services Representative
Sales Support, Client Service Representative for Walker Advertising. Handling client onboarding and technical support to ensure satisfaction and engagement.
Client Service Representative
Client Service Representative promoting COMPASS products while developing client relationships in LATAM. Requires strong communication skills and the ability to meet sales targets.
Client Service Representative
Client Service Representative promoting and selling COMPASS products. Responsible for developing client relationships and addressing inquiries in LATAM.
Client Service Representative
Client Service Representative promoting COMPASS products and nurturing client relationships in LATAM. Managing inquiries and providing support through calls and emails in a remote setting.
Client Services Representative
Client Services Representative managing waste and byproducts for commercial and industrial clients. Responsible for service requests, coordinating with vendors, and troubleshooting issues.
Client Services Coordinator
Client Services Coordinator providing essential support to the Account Management team. Assists with scheduling, candidate communications, and managing administrative tasks in a remote role.
Client Services Manager
Account Manager managing client relationships and driving business growth for FyerX marketing agency. Collaborating with teams, tracking performance metrics, and addressing client needs in a remote setup.
Senior Client Service Specialist, Commercial Risk
Sr. Client Service Specialist providing risk management solutions for clients at The Baldwin Group. Analyzing complex data to create effective insurance and risk management strategies.
Client Service Associate
Centralized Client Service Associate providing specialized administrative support to Investment Advisors. Facilitating client interactions and documentation preparation in investment advice teams at TD Wealth.
Client Support Associate
Client Support Associate working remotely to assist legal clients and users with software issues. Providing technical support and maintaining customer satisfaction through effective communication and attention to detail.
Head of Client Services
Head of Client Services at NeoReach overseeing client relationships and campaign execution. Leading a high-performance team in influencer marketing to drive strategic partnerships and operational excellence.
Senior Director – Mortgage Client Services
Lead Capital Markets for Mortgage and Capital Markets team at FICO. Partner with mortgage servicers to grow and serve customers across the mortgage industry.