Job Details

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES:CLIENT SUPPORT - Provide service coverage for a FA/ PWA/team including:Supporting the FA/ PWA/team in cultivating and enhancing new and existing client relationships. Executing money movement transactions at the request of the client and/or FA/ PWA - Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)Enter profile information or pre-fill account documentation on client accounts and/or documents in a ...Client Service, Associate, Part Time, Client Support, Service, Skills, Retail