Client Service Associate

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Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day‑to‑day administration and provides exceptional client service to support achievement of business objectives. A client‑focused role, committed to managing and growing client relationships through the delivery of service and advice.

Responsibilities

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, accoun...