A company is looking for a Specialist Client Service Associate - Personal Strategy starting Summer 2025.Key Responsibilities Contact clients for portfolio reviews and financial planning discussions Interact with advisors about current clients and troubleshoot client issues Record client interactions within customer relationship management softwareRequired Qualifications Experience in proactive outbound calling Experience with customer service and relationship management Proven ability to maintain regulatory-driven policies and procedures Possesses a clean U4 record Bachelor's degree with a Personal Financial Planning concentration