What are the responsibilities and job description for the Client Services Associate position at Geneva Search Partners?
Job Opportunity: Client Service Associate
Are you detail-oriented, organized, and passionate about providing exceptional support? Our client, a prestigious financial services firm in the city, is seeking a Client Service Associate to ensure smooth day-to-day operations and deliver administrative excellence.
Key Responsibilities:
- Provide operational and administrative support to the financial advisors and client service team.
- Assist with account management tasks, such as opening and maintaining client accounts.
- Handle document preparation and processing with accuracy and efficiency.
- Respond to client inquiries with professionalism and ensure prompt resolution of issues.
- Coordinate scheduling and communications for client meetings.
- Maintain and update client records and ensure compliance with industry regulations.
- Support daily office operations, including reporting, filing, and other administrative duties.
What We’re Looking For:
- Minimum of 1 years of experience in the financial services industry in a similar role.
- A Bachelor’s degree in Business, Finance, or a related field.
- Excellent organizational and time-management skills.
- Strong attention to detail and ability to manage multiple tasks efficiently.
- Proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint).
- Professional communication skills and a client-first mindset.
Why Join?
Join a well-established financial services firm that values precision, professionalism, and collaboration. This is your chance to contribute meaningfully by supporting operations that directly impact client satisfaction and organizational success. If you thrive in an organized, client-focused environment where your skills are appreciated and your contributions make a difference, this role is the perfect fit
Salary : $65,000 - $85,000
