Job Description
Client Associate will be responsible for supporting Financial Advisors. Responsibilities include:
Assist with the review and processing of financial planning agreements
Review documentation to ensure financial planning deliverable and fees are processed correctly
Assist Advisors with inquiries and issue resolution
Monitor inbox
Qualifications:
Bachelor’s Degree in Finance or related field. Strong communications with the ability to speak to Financial Advisors. Prior experience within financial industry. Strong organization skills and attention to detail. Strong computer skills. Advanced Excel skills preferred. Customer/client service experience call center experience. SIE certification