Job Details

A company is looking for a Client Service Associate - Remote.Key ResponsibilitiesProvide administrative support to advisors, managing client inquiries and requestsEducate clients on account services and assist with operational account activitiesConduct proactive outreach to clients and prepare materials for client meetingsRequired Qualifications3+ years of experience in the wealth management industry3+ years of prior administrative experience in a client-facing role3+ years of experience with Microsoft Word and Excel; familiarity with CRM applicationsStrong organizational skills and ability to manage multiple projectsExperience working with Financial Advisors and knowledge of brokerage/financial services