Senior Client Service Associate

Responsibilities:

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.

• Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.

• Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.

• Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.

• Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.

• Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.

• Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.

• Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.

Requirements

• Bachelor's degree in finance, business administration, or a related field.

• 3+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.

• Bilingual - English & Spanish

• Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.

• Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.

• Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.

• Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.