A highly successful boutique financial planning and wealth management advisory is hiring Client Services Associate . This administrative support role focuses on fielding phone calls from clients, calendar management, opening accounts, processing firms, money movement, trades, etc. The goal is to provide an excellent client experience.

Keys to an interview: Client Services Associate

• At least 3-4 years' administrative support and client service experience
• Proficiency in MS Office Suite
• Interest in working for a Financial Planning and Wealth Management Advisory. Prior related industry experience nice to have, but not required.

Key responsibilities: Client Services Associate

• Providing exceptional administrative support to our Advisor team.
• Managing client communications with professionalism and efficiency.
• Assisting with client onboarding and handle necessary documentation.
• Ensuring smooth and seamless daily operations.