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Job Opportunity: Client Service Associate
About the RoleThe Client Service Associate plays a vital role in supporting Financial Advisors by leveraging their time effectively. This position requires exceptional customer service and problem-solving skills to provide timely, efficient, and professional information and education to clients.
Main Responsibilities- Assist in client meeting preparation, including assembling necessary paperwork, generating reports, scheduling appointments, and documenting post-meeting activities.
- Manage client needs related to processing, service, and problem resolution in a timely and accurate manner, ensuring compliance standards are met through proper documentation and record keeping.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong problem-solving and analytical skills.
- Familiarity with financial industry regulations and compliance standards.
We offer a dynamic and supportive work environment that fosters growth and development. Our team is dedicated to delivering exceptional service to our clients and we are looking for individuals who share our commitment to excellence.
