Client Services Associate

Must have: Series 7 additional licenses are a plus. The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.

Key Responsibilities: Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records. Trade Execution: Processing stock, bond, and option trades with accuracy. Client Communication: Handling inquiries, addressing concerns, and providing updates. Client Reporting: Preparing account statements and performance reports. Compliance Support: Ensuring adherence to regulations and internal policies. Meeting Preparation: Assisting Advisors with data gathering and presentations. Relationship Building: Providing proactive, personalized service.

Skills & Qualifications: Strong customer service and relationship-building skills Knowledge of financial markets and investment products Proficiency in financial software and CRM systems Excellent communication and attention to detail Ability to work accurately under pressure Typefull time