Client Service Associate

Job Description

Job Description

JOB DESCRIPTION

JOB TITLE : Client Service Associate

EMPLOYER : Signature Estate and Investment Advisors Inc

DEPARTMENT : W2 Advisory Team

REPORTS TO : Lead Advisor

EFFECTIVE DATE : 10 / 14 / 2025

SUMMARY : This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

DUTIES AND RESPONSIBILITIES :

• Deliver exceptional client service through both in-person and phone interactions.
• Coordinate and prepare materials for client review meetings; assist with onboarding and new account setup.
• Provide comprehensive sales and administrative support to Financial Advisors and their clients.
• Handle incoming calls and messages with professionalism, accuracy, and discretion.
• Monitor and follow up on time-sensitive tasks and deliverables to ensure timely completion.
• Maintain accurate and up-to-date client account records; support Financial Advisors with specialized projects.
• Maintain well-organized digital and physical filing systems.
• Draft and format professional correspondence, presentations, and reports.
• Manage calendars, appointments, and meetings with a high level of organization and attention to detail.
• Process invoices, check requests, and expense reports promptly and accurately.
• Support additional administrative tasks and projects as needed.

SUPERVISORY RESPONSIBILITIES :

QUALIFICATIONS :

COMPETENCIES :

BENEFITS AND OFFICE PERKS (If hybrid from Century City)