What are the responsibilities and job description for the Administrative Associate - Client Services position at Family Wealth Strategies?
Responsibilities and Requirements
As a Client Service Administrator at Family Wealth Strategies, you will be responsible for providing exceptional client service and support to our existing and prospective clients. Key responsibilities include:
- Managing client relationships and developing long-term partnerships.
- Preparing new business, including application processing and account setup.
- Supporting our main advisor in review meetings and preparing issued accounts for delivery.
To succeed in this role, you will need:
- A minimum of 2 years' experience working in a fast-paced office environment, preferably in the financial services industry.
- Excellent communication and interpersonal skills.
- Strong organizational and time management abilities.
