Description
The Client Service Associate provides client-facing support for Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include executing money movement transactions, answering non-investment account questions, maintaining client profiles and documentation, supporting digital tools and marketing, managing calendars and travel, preparing expense reports, and assisting with in-office administrative tasks. The role requires a high school diploma or equivalent, strong organizational and Microsoft Office skills, client service and communication abilities, and willingness to obtain Series 7, 66, 63, and 65 qualifications; a college degree and industry experience are preferred. Applicants must be authorized to work in the United States without visa sponsorship.
