Client Service Associate

Client Service Associate – Responsibilities

• Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
• Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
• Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
• Process financial transactions related to Dealer activity, ensuring precision and compliance.
• Raise and track client and operational issues, promptly escalating matters as required.
• Apply creative and out-of-the-box thinking when dealing with unique inquiries.

Qualifications

• 2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills.
• An undergraduate degree in business, finance or a related fiel...