Client Service Associate

Job Description

Job Description

The Client Service Associate is an individual contributor reporting to the branch or office manager. This role supports client relationships through effective communication, account maintenance, request processing, issue resolution, and accurate recordkeeping. The position requires no travel and offers structured onboarding and participation in a mentorship program.

Responsibilities

• Communicate with clients to address questions, provide updates, and support service needs.
• Assist in completing client facing programs including but not limited to Financial Planning, Portfolio Management, Account Reviews and hypothetical illustrations.
• Maintain accurate client account information and complete account administration activities.
• Process client requests accurately and efficiently.
• Investigate and resolve client issues using sound judgment and problem-solving skills.
• Prepare client documents and coordinate meetings as needed.
• Maintain organized and accurate records.
• Follow up with clients to confirm service completion and satisfaction.
• Coordinate internally to support timely and effective client service.
• Assist in development and implementation of Marketing efforts as needed.

Required Qualifications

• Experience with customer relationship management (CRM) systems.
• Proficiency with Microsoft Office.
• Knowledge of account administration.
• Strong written and verbal communication skills.
• Demonstrated problem-solving ability.
• Strong attention to detail.

Preferred Qualifications

• Willingness to participate in structured onboarding and a mentorship program.
• General accounting knowledge