What are the responsibilities and job description for the Client Service Associate - financial services industry position at RecruitHook?
Rapidly growing wealth management firm seeking a Client Service Administrative Assistant to join our clients team. You’ll be working closely with our Marketing and Operations teams , gaining exposure to a broad range of tasks while contributing to our mission of delivering exceptional client service.
This role offers full-time, on-site responsibilities and is ideal for someone with 6 months to 3 years of experience (internships will be considered) within the financial services industry .
Responsibilities :
- Calendar Management : Coordinate and manage calendars to ensure efficient scheduling and seamless meetings.
- Client Communication : Communicate directly with clients as needed on behalf of Wealth Advisors and Partners, ensuring excellent client service.
- Seamless Client Experience : Ensure smooth interactions with clients before, during, and after meetings, whether in-person or virtual.
- Collaboration Across Departments : Work closely with the Marketing and Operations teams to resolve scheduling conflicts and maintain workflow efficiency.
- Meeting Support : Assist with department meeting preparation, documentation, and facilitation.
- Tracking Metrics : Maintain accurate client and business metrics, ensuring information is up-to-date.
- Special Events & Client Engagement : Support the Marketing team with special events and client engagement initiatives.
- Office Management : Maintain a well-organized and welcoming office environment, including managing office supplies, refreshments, and general materials.
- Meeting Preparation : Prepare, print, and bind materials for meetings as requested by advisors.
- Correspondence : Handle outgoing correspondence to clients and prospects in a professional manner.
Qualifications :
