Client Service Associate

Salary: $50000-$60000

Is this your perfect fit?

• Excellent office with a strong reputation and high integrity

If that describes you, we need to talk!

What your future day will look like:

• Coordinate investment account openings and guide clients through the onboarding process with professionalism and attention to detail.
• Serve as a primary point of contact for account servicing requests, transfers, and investment-related inquiries.
• Initiate, monitor, and track account transfers to ensure timely and accurate completion.
• Assist clients and advisors with internal and external asset movements while maintaining proper documentation and controls.
• Maintain tracking reports and records related to account openings, transfers, and service activities.
• Support the wealth management team with client service initiatives, mobile deposit processing, and ongoing account administration.

Benefits offered:

• Health/Dental
• Retirement
• PTO
• Paid holidays

Type: Direct Hire