Client Service Associate
On-site · Fort Wayne, Indiana, United States
Fort Wayne, Indiana, United StatesOn-siteFull TimeEntry LevelHigh School Or EquivalentFinancial ServicesEnterprise
Type
Full Time
Level
Entry Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services
Job Summary
The Client Service Associate role involves providing high-quality administrative support to financial advisors, managing client interactions through various channels, processing client transactions, and maintaining accurate client documentation. Candidates need effective communication skills, the ability to manage multiple tasks in a fast-paced environment, and proficiency in CRM software. The position requires a high school diploma and preferably one or more years of relevant experience.
Required Qualifications
- High School Diploma or equivalent
- One (1) or more years of securities industry or related work experience preferred
Desired Qualifications
- Effective communication skills across multiple platforms (phone, email, in-person, virtual)
- Ability to organize, manage, and track multiple, detailed tasks and assignments
- Experience in securities industry or related work
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