Client Service Associate
New
N
Network FirmsFinancial Services
This position offers flexibility with remote work options, allowing you to work from homeFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 2+ years in financial services or client service roles preferred
- Required Skills
- Microsoft OfficeCRM
Requirements
- Bachelor’s degree in Finance, Business, or related field preferred.
- 2+ years in financial services or client service roles.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite.
- Experience with CRM systems.
- Ability to prioritize tasks and work under pressure.
- Knowledge of financial products and services.
- Comfortable with remote collaboration tools (Zoom, Teams, etc.).
Responsibilities
- Serve as the primary point of contact for client inquiries via phone, email, video conferencing, and in-person meetings.
- Assist clients with account-related questions, documentation, and service requests.
- Proactively anticipate client needs and provide solutions.
- Monitor and resolve time-sensitive requests such as trade instructions and custodian alerts.
- Process transactions accurately and ensure compliance with firm policies.
- Coordinate account openings, transfers, and money movements.
- Prepare for client meetings, including organizing materials and reports.
- Maintain and update client records in CRM systems.
- Obtain Series 65 license within the first 12 months of employment.
View Full Description & ApplyYou'll be redirected to the employer's site
