Client Service Associate

FutureFWD Advisors is a private wealth advisory practice within the financial services industry, focused on supporting clients with wealth management. The organization addresses challenges in client financial management through personalized advisory services and operational support, aiming to deliver efficient and compliant wealth solutions. About the Opportunity: The CLIENT SERVICE ASSOCIATE role supports the advisory team by managing essential operational workflows and client service tasks. This position ensures the smooth preparation and follow-up of client meetings, processes trades and transactions accurately, and maintains compliance standards. The associate contributes to the team’s effectiveness by handling business processing functions that directly impact client satisfaction and organizational efficiency. Responsibilities: Prepare and follow up on client meetings by creating agendas, taking notes, and tracking action items. Manage operational workflows to ensure accuracy and efficiency in client transactions. Support and process trades while adhering to regulatory and policy compliance. Maintain regulatory compliance and obtain required licenses within six months if not already held. Collaborate with internal teams to optimize processes and improve client service. Requirements: Experience in financial services operations, client service, or a related area. Strong organizational skills to manage multiple tasks and deadlines. Effective communication skills and reliable follow-through on assignments. Familiarity with financial transactions, trading, and compliance requirements. Current required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months. Proficiency with CRM systems, financial platforms, and remote collaboration tools. Pay Range and Compensation Package: $65,000 to $75,000 per year Remote work with Eastern Time Zone hours Health coverage 401(k) plan with a company match Paid time off and paid holidays Professional development and licensing support Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. #J-18808-Ljbffr