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About the Role:
We are seeking a skilled and professional Client Service Associate to support financial advisors and manage back-end client account operations. This person will work behind the scenes and help deliver exceptional service at a high standard. We are seeking wsomebody with experience in the financial services industry and active Series licensing to join our growing team. This firm offers competitive wages, increased earning potential, and room for growth from within!

Key Responsibilities:

Provide high level administrative support to a team of financial advisorsOnboard and maintain new client accounts, optimizing operational efficienciesEnter client calls and manage all related documentation for completed dealsCommunicate with clients while maintaining a high level of professionalismCoordinate thank-you notes and assist in planning advisor-client eventsSupport team's business development efforts by maintaining marketing materials

Requirements:

5+ years of experience as a Client Service Associate at a financial services companyActive Series license (Series 6 or Series 7 required).Ability to thrive in a fast-paced environment while juggling multiple prioritiesMicrosoft Office Suite proficiency

Ready to support top-tier advisors and deliver premium client service? Apply now!

A1433835PIT_1766518465 To Apply for this Job Click Here