Client Service Associate

2 years of financial services experience Adept and skilled with technology and 3rd party software Ability to prioritize tasks, problem-solve, and meet deadlines Organization skills & attention to detail Ability to anticipate client and advisor needs Ability to work independently while prioritizing projects and managing your time Ability to learn and implement new technology and software quickly Ability to communicate well and work in a collaborative environment Ability to follow office processes and policies

Respond to client requests Assist Advisors with client meeting prep and follow-up Process account opening applications, transfer paperwork, money movements, and administrative tasks Become primary point person for Schwab Maintain and update client data in Salesforce Initiate, manage, and tweak workflows in Salesforce Data input into eMoney Run reports and proposals in Orion Identify areas for process improvement