Client Associate

Your Team:

Join our client's dynamic financial team in Memphis, TN, where you will support the team in delivering exceptional client service and assist in various administrative and marketing tasks to ensure smooth operations.

Key Responsibilities:

As a Client Associate, you will:

• Maintain and update management systems with accurate client information
• Educate clients on available account services and capabilities
• Assist in preparing reports, presentations, and other materials for client meetings
• Collect and organize the necessary documentation for opening new accounts and processing service requests
• Help plan and coordinate team marketing events, ensuring that marketing materials are up-to-date
• Provide the team with a detailed calendar of activities, ensuring all deadlines are met and tasks are tracked

Your Expertise:

To succeed in this role, you will have:

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 3-5 years of experience in client service, preferably within the finance sector
• A bachelor's degree (preferred), ideally in finance
• Strong communication and interpersonal skills, with the ability to engage effectively with clients and team members
• A keen attention to detail—nothing gets past you!
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

Why Join Us:

We embrace flexible working arrangements that enable you to balance your professional and personal life. Whether part-time, job-sharing, or hybrid working, we prioritize our people’s well-being and ensure a supportive work environment.

Our purpose-driven culture and global infrastructure enable us to connect and collaborate seamlessly across teams, departments, and borders. We believe that diversity, skill, and experience drive our success. Together, we’re more than just a company; we are a team working towards shared success.