Job Details

Serve as the primary point of contact for clients, providing outstanding service and support Coordinate client meetings, prepare documentation, and ensure all information is accurate and compliant Manage account updates, maintain records, and assist with financial reporting Collaborate closely with advisors to deliver a seamless client experience Handle sensitive financial information with discretion and professionalism Contribute to process improvements that enhance client satisfaction and office efficiency REQUIREMENTS: 2 years of experience in client service, finance, banking, or administrative support Strong communication and relationship-building skills Exceptional attention to detail, organization, and accuracy Professional demeanor and ability to maintain confidentiality Proficiency in Microsoft Office and CRM systems (financial software experience preferred) A customer-first mindset and a desire to grow within the financial industry BENEFITS: Full-time, permanent position Compe...Client Service, Associate, Service, Retail, Staffing, Client