Critical features of this job are described under the headings below. They may be subject to change at any time due to reasonable accommodation or other reasons.
JOB TITLE: Client Services Associate – Financial
REPORTS TO: President, COO
LEVEL: Entry to Mid-Level
JOB SUMMARY: The Client Services Associate is responsible for servicing and supporting designated financial advisor clients.
Primary tasks include processing paperwork, database management, preparing client reports and handling cashiering functions.
KEY RESULTS AREA/CORE OBJECTIVE:
With an ability to anticipate needs and always be five steps ahead, the Client Services Associate serves our Financial Advisors and assists with professional needs using superb administrative skills. By guarding the Financial Advisor’s time and helping him stay focused, the Client Services Associate frees up the Advisor to do what only he/she can do—maintain superb relationships with their clients.
DUTIES AND RESPONSIBILITIES:
Specific Duties include, but are not limited to: