Financial Client Service Associate
Share
Job Location:
Monthly Salary:
Posted on:
30-10-2025
Vacancies:
1 Vacancy
Job Summary
Financial Client Service Associate
Full-Time On-Site
Position Summary
We are seeking a Financial Client Service Associate to support investment operations client service and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings strong work ethic in a team environment excellent attention to detail and the ability to manage tasks and priorities in a fast-paced environment.
You will work closely with advisors and internal partners serving as a trusted client resource and helping drive operational excellence across the firm.
Responsibilities
Oversee day-to-day investment operations including account administration trading support and transaction processing.
Manage client onboarding including account openings documentation and compliance requirements.
Maintain strong ongoing client relationships and provide timely high-touch service.
Coordinate money movement transfers and account servicing requests with accuracy and care.
Prepare proposals reporting packages and meeting materials for client presentations.
Collaborate across advisory and operations teams to improve workflows and elevate the overall service experience.
Identify and implement opportunities for process improvement and efficiency.
Track and manage operational tasks to ensure timely and accurate completion.
Qualifications
Required
Bachelors degree in Finance Business Economics or related field preferred or equivalent experience.
Experience in private wealth management financial services or professional services.
Exceptional attention to detail communication skills and client service orientation.
Ability to take initiative manage competing priorities and work collaboratively as part of a team.
Preferred / Bonus
Series 7 and 66or progresstoward or interest in CFP certification.
Compensation & Benefits
Salary Range:strong base with incentive compensation
Medical Dental & Vision Insurance
Paid Time Off
Additional employer-provided benefits
Required Experience:
IC
Key Skills
- Anti Money Laundering
- Dynamics AX
- HR & Payroll
- Corporate Communications
- Instrumentation Engineering
- Accident Investigation
