Client Services Associate

Position Summary

We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.

Key Responsibilities
Client & Advisor Support

Schedule client meetings and manage advisor calendars

Prepare materials, reports, and documentation for client meetings

Assist advisors with follow-up action items after meetings

Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service

Account Operations

Support new client onboarding

Open new accounts across multiple custodians

Process various types of paperwork, forms, and required documentation

Handle account maintenance requests, includ...

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