What are the responsibilities and job description for the Client Service Associate position at Boutique Recruiting?
Onsite
A leading wealth management firm in Scottsdale, AZ, is seeking a Client Service Associate to join their dynamic team. The company focuses on delivering tailored financial planning services to high-net-worth individuals, with a strong emphasis on long-term relationships. The Client Service Associate will play a key role in supporting financial advisors with back-end administrative tasks, ensuring smooth and efficient operations. This position is ideal for someone with strong attention to detail, excellent organizational skills, and the ability to thrive in a collaborative and fast-paced environment.
Client Service Associate Responsibilities :
- Manage administrative duties to support financial advisors and office operations
- Ensure accurate processing of new client accounts and related paperwork
- Coordinate money movements and assist with advisor-client meetings
- Handle executive assistant duties, such as scheduling events and travel
- Maintain a strong focus on minimizing errors in all back-end administrative tasks
- Assist with complex account types, such as trusts, as required
- Support the preparation and follow-up for advisor-client meetings and related documentation
- Double as a key support point for managing advisor schedules and travel logistics
Client Service Associate Requirements :
Benefits :
Health insurance coverage
Join a dynamic company specializing in wealth management, seeking a detail-oriented Client Service Associate to support financial advisors and contribute to operational excellence!
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