Client Service Associate

First-line follow-up of practical customer inquiries, assisting clients with documents, reports, and portal guidance. Support advisors in customer processes, new client onboarding, and ongoing follow-up. Coordinate customer requests with advisors, the investment department, compliance, operations, and other relevant areas. Track forms, documentation, client information, and internal procedures to ensure structure, quality, and progress in customer follow-up. Identify improvement opportunities in the customer journey, work processes, and information flow. This role is central to the Wealth Management department at Pareto Securities, a leading Nordic brokerage firm helping private individuals, families, and institutions achieve financial goals through trusted, long-term relationships.