Client Service Associate

We are seeking a highly organized and client-focused professional to join our team as a Client Services Associate. This role provides critical administrative and sales support to Financial Advisors while ensuring an exceptional experience for our clients.

Key Responsibilities:

Provide comprehensive administrative and sales support to Financial Advisors and clients

Maintain and update client account records; support Advisors with special projects as needed

Coordinate and prepare materials for client review meetings and facilitate new account openings

Manage calendars, schedule meetings, and organize appointments with precision

Process invoices, check requests, and expense reports promptly and accurately

Research and arrange complex travel itineraries, compiling all required documentation

Serve as a primary point of contact for clients, delivering outstanding in-person and phone-based service

Draft and prepare professional correspondence, presentations, and reports

Monitor and follow up on time-sensitive tasks to ensure timely completion

Handle incoming calls and messages with professionalism and accuracy

Maintain orderly records and documentation systems

Assist with additional administrative tasks and projects as assigned

Qualifications:

FINRA Series 7 and 66 required

1+ years of relevant professional experience preferred

Knowledge of general office operations and equipment

Excellent organizational, multitasking, and time management skills

Professional demeanor with a positive, proactive attitude