Client Associate

Client Associate

Requirements

• series 7 and 66 licenses (for registered CSAs only)
• ideally 5 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

Responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Preferred Qualifications

• [bachelor degree preferred], focusing on finance