Client Service Associate
On-siteVero Beach, Florida, United States
Job Summary
Cultivate and enhance client relationships by processing requests, resolving inquiries, and authenticating client information while maintaining current documentation. Identify and assist with firm services including banking products, digital offerings, and money movement transactions, and take appropriate action on account alerts. Partner with Financial Advisors to develop business plans, support marketing strategies through digital platforms and event planning, and perform administrative duties such as telephone coverage, travel coordination, and expense reporting. Complete onboarding and account maintenance, including collecting client information and required documentation.
Required Qualifications
- High School Diploma/Equivalency
- College degree preferred
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Strong computer skills and knowledge of Microsoft Office products
- Exceptional writing, interpersonal and client service skills
- Detail orientated with superior organizational skills and ability to prioritize tasks
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
Desired Qualifications
- Industry experience is a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.