Description
The Client Service Associate provides client-facing support for Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include supporting client relationships, executing money movement transactions, answering account-related questions, maintaining client documentation, educating clients on digital tools, assisting with marketing and business-plan activities, and handling administrative tasks such as scheduling, travel, expense reports, and in-office support. The role requires a high school diploma or equivalent, Microsoft Office proficiency, strong organizational and client-service skills, 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.
