Client Service Associate
We are looking for a Client Service Associate to help bring our mission to life. The Client Service Associate controls the client experience.
- Controls our client experience
- Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
- Proactive outreach to clients to share firm services, including their digital experience
- Use CRM platform to document milestones in clients’ lives
- Participate in projects and internal working groups to ensure the client’s needs are represented in firm projects
- Ensure both clients and the team are protected by observing firm’s compliance policies
- Support Advisors with operational tasks
What You Bring to Us:
- Ability to anticipate challenges and address them
- Ability to manage changing priorities in a day, and set expectations with others
- Work experience in Financial Services desired, but not required.
- FINRA Securities licenses desired, but not required
- Eligibility to work in the US