Client Service Associate

We are looking for a Client Service Associate to join our operations team and advance your career with an industry-leading firm. As a Client Service Associate, you will assist advisors in servicing clients, prepare financial plans, and provide general administrative duties.

Requirements

• Associate (2-year) degree or equivalent
• 3-5 years relevant experience required
• Experience working in a client service environment
• Detail-oriented, strong math, and analytical skills
• Good organization and time management skills
• Able to manage multiple priorities and prioritize effectively
• Able to independently work with minimal direct supervision
• Able to communicate with all levels within the organization
• Process oriented and can work with a team
• Strong computer and software skills

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurances