Provide specialized administrative assistance as a Client Service Associate. Ensure exceptional customer interactions, support Advisors, and maintain high standards in a professional environment.
This role requires detailed-oriented administrative support to an Investment Advisor or team. Key responsibilities include correspondence with clients, compiling information packages, and managing marketing materials. You’ll also ensure compliance with all account documentation and provide top-tier client service through various communication channels.
Key Responsibilities:
• Provide administrative support to Investment Advisors
• Compile and maintain client information packages
• Respond to client inquiries via phone, email, and mail
• Ensure compliance with account documentation standards
• Participate actively as a collaborative team member
Requirements:
• Strong communication skills for client relationship building
• Ability to work independently and collabora...