Client Services Associate
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Job Description
• Maintain (CRM) database and client files (Filing, copies, data input)
• Research and follow up on any issues with the Broker/Dealer, Operations, and vendors.
• Review client accounts on a regular basis to ensure completeness and remediate found issues.
• Learn Company product suitability guidelines, financial operational processes, and financial sales processes.
• Support client service functions for all teams as requested, such as servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and requests, account transfers, account updates, cash distributions, and following up on any other client related issues along with various other work assigned by financial advisors.
Employment Type
Full Time
