Job description
The Client Service Associate plays a crucial role in facilitating operational tasks and executing investments to deliver exceptional service to affluent clients. This position serves as the main point of contact between the advisory team and the clientele, overseeing account documentation, asset management, and responding to daily client queries. The preferred candidate will possess extensive experience in a comparable role at a Registered Investment Advisor or a brokerage firm. A bachelor’s degree in finance or a related discipline is desirable, and proficiency in Microsoft Office applications is essential.
