Client Service Associate (unlicensed) - Wealth Management

We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.

$45,000 - $55,000 annually

• Management of advisors' calendars, including scheduling of business & client meetings
• Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses; answer the main business line
• Assist wealth advisors by preparing and organizing client documentation to ensure smooth and efficient meetings
• Maintain up-to-date client records in our database
• Assist clients with technical issues<...