Job Description
Do you thrive on building strong client relationships?
We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.
Responsibilities:
Manage client inquiries and requests, providing timely and accurate solutions.Collaborate with the Wealth Management team to deliver a seamless client experience.Assist with various administrative tasks, including account onboarding and client meetings.Qualifications:
3+ years of customer service experience.Financial Services industry experience.Strong communication and interpersonal skills.Excellent attention to detail and problem-solving abilities.Proficiency in Microsoft Office Suite.