Client Service Associate
On-siteProvidence, Rhode Island, United States
Job Summary
Support Financial Advisor(s) and Private Wealth Advisor(s) teams by executing money movement transactions, answering non-investment account questions, and cultivating client relationships. Manage inbound and outbound calls, coordinate meetings with logistics, and maintain travel itineraries while assisting with expense reports and general in-office support functions. Enter profile information on client accounts, educate clients on digital tools, and participate in firm initiatives, training, and special projects directed by local management. Maintain current knowledge of policies, procedures, and new platforms to deliver against the business plan and client service model.
Required Qualifications
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Desired Qualifications
- College degree preferred
- Industry experience is a plus
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