Client Service Associate
$50k - $100kredShift Recruiting LLC
Client Service Associate We are seeking a dedicated and proactive Client Service Associate to join our operations team. The role involves launching and maintaining client accounts, providing administrative support to advisors, and serving as the primary point of contact for clients. Assist with inquiries, maintain accurate records, and coordinate with internal teams. Create and process account opening documents, manage account changes, and perform account maintenance. Provide professional and friendly assistance to clients, ensuring a high level of customer service. Collaborate with financial advisors to support planning and investment processes. Compensation ranges from $50,000 to $100,000 annually plus incentive compensation. #J-18808-Ljbffr
Vacancy posted 9 hours ago
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