Client Service Associate

Responsibilities

We are representing a confidential financial services organization seeking a Client Service Associate to provide comprehensive administrative and operational support to their advisor teams. In this role, you will:

• Serve as a primary point of contact for clients, delivering professional service via phone, email, and in-person interactions
• Schedule and confirm client meetings, prepare documentation, and manage follow-up activities
• Process client requests including beneficiary updates, address changes, required minimum distributions, and account transfers with accuracy and timeliness
• Maintain current client information in CRM and management systems
• Coordinate and prepare compliant meeting materials for advisors
• Assist with new business documentation, account openings, and ongoing account maintenance
• Monitor and complete branch operational activities, including audits, compliance requests, and internal reporting
• Support marketing initiatives, client events, and communication campaigns
• Draft professional correspondence, presentations, and communications for internal and external stakeholders

What We're Looking For

Our client seeks a detail-oriented professional who thrives in fast-paced, team-oriented environments. The ideal candidate will have:

• 2+ years of customer service experience with exceptional verbal and written communication skills, including the ability to explain complex information clearly
• 2+ years managing multiple priorities and projects while demonstrating strong organizational skills, attention to detail, and sound judgment
• 2+ years working with Microsoft Office Suite and CRM systems in both independent and collaborative settings
• Willingness to obtain securities licenses (Series 7 and 66) within 120 days of hire
• Comfort utilizing AI tools in daily work (1+ years preferred)
• Availability to travel 10-15% as needed
• Client service orientation with commitment to exceeding expectations
• Strong analytical and problem-solving abilities
• Excellent interpersonal skills with ability to build lasting relationships
• Initiative, adaptability, and ability to handle confidential information with integrity

Preferred qualifications:

• Associate or bachelor's degree in Business, Accounting, Finance, or related field
• Current securities licenses (SIE, Series 7, Series 66)
• 1+ years of financial services or administrative support experience
• Prior experience supporting financial advisors or branch operations

How We Work With You

When you apply through Get A Job.ai, our talent team will review your qualifications and conduct an initial screening. If there's a strong match, we'll submit your profile to our client for consideration. Please do not contact the client organization directly—all communication regarding this opportunity should come through our recruiting team to ensure a professional and coordinated process.

Pay

This is a remote position based in the United States. Compensation details will be discussed with qualified candidates during the screening process.

Get A Job.ai is an equal opportunity recruiter. We welcome applications from candidates of all backgrounds and are committed to fostering an inclusive hiring process.