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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.
The Role:
  • 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