Client Service Associate for Wealth Management

Elevate your career as a Client Service Associate supporting Investment Advisors. In this client-focused role, you will manage relationships and enhance service delivery.
This position requires collaboration with one or more Investment Advisors in the wealth sales and service sector. Your key responsibilities include booking client meetings, coordinating marketing activities, and organizing portfolio reviews. You'll also ensure exceptional client follow-up and maintenance of client relationships, directly contributing to business success.
Key Responsibilities:
• Book meetings and prepare introductory materials for prospects
• Coordinate marketing initiatives for advisory team
• Schedule and prepare client portfolio reviews with IAs
• Follow up on client inquiries effectively
Requirements:
• Strong organizational skills in managing appointments
• Experience in client service or support roles
• Excellent communication skills for client interactions
• Prof...