Client Service Associate

We are seeking a highly motivated and proactive individual to join our team as a Client Service Associate. As a Client Service Associate, you will be actively involved in supporting the service of investment and insurance products, while interacting directly with our clients. Responsibilities include meeting preparation, trading, maintaining our client relationship management database, providing required forms, and following through to ensure processes are completed. The position also includes tasks such as account opening, general business processing and day-to-day operations responsibilities.

Successful candidates will demonstrate a passion for delivering superior client service and be able to work in a fast-paced, collaborative team environment. You are detail oriented with proven organizational skills, able to work independently and can easily multi-task. You will be expected to have excellent written and verbal communication skills and be highly professional while communicating with clients by phone or in-person, and with other members of the team. An ideal candidate is always looking for ways to assist the team and take on new tasks that may arise as the business changes.

Responsibilities :

• Assist with day-to-day operations.
• Schedule meetings.
• Meeting preparation.
• Collect relevant information and documentation to set up new accounts.
• Process required paperwork for investment transactions; interact with broker-dealer and vendors.
• Respond to client inquiries.
• Build and maintain client relationships through excellent service.
• Maintain and manage client database. (CRM).
• Provide compliance and marketing support.

Requirements :