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Client Service Associate
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$35,000 - $85,000 a year
Full-time
- Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
- The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
- Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
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