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Client associate • pearland tx
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A company is looking for a Client Service Associate to support Financial Advisors and enhance client experiences.
Key Responsibilities
Communicate directly with advisors and clients to resolve inquiries and build rapport
Manage account activities and ensure timely service delivery by collaborating with internal departments
Educate clients and advisors on account services and assist with administrative tasks
Required Qualifications
1+ years of experience in the financial industry, preferably in wealth management
1+ years of experience in a client service role
Desire to obtain industry licenses (i.e., SIE, Series 7 and 66)
Experience with the Microsoft program suite (Outlook, Word, Excel)
Self-motivated and driven with the ability to manage multiple projects and deadlines