Description
The Client Service Associate supports Financial Advisors and Private Wealth Advisor teams by managing client relationships, processing requests, authenticating clients, onboarding and maintaining accounts, handling transactions and estate needs, preparing financial plans and reports, monitoring account alerts, and supporting marketing, training, and administrative activities. The role requires a high school diploma or equivalent, willingness to obtain Series 7, 66, 63, and 65 licenses, and two or more years of industry experience is preferred. The position reports to the Business Service Officer and offers a salary range of $35,152 to $90,000 per year, with potential incentive compensation and comprehensive benefits.
