What are the responsibilities and job description for the Client Service Associate position at Sound Financial Services, Inc.?
We are seeking a Client Service Associate to support our growing financial services firm. This role involves daily client interaction, administrative support, and investment-related responsibilities. The ideal candidate will be detail-oriented, organized, and skilled in client relations.
Responsibilities:
- Serve as the primary contact for clients and prospects.
- Maintain and update client records.
- Process paperwork, new account setups, transfers, withdrawals, and deposits.
- Assist in preparing client reports, financial statements, and meeting materials.
- Ensure compliance with firm policies and industry regulations.
- Support advisors in client service and operational processes.
Requirements:
- Active Health & Life Insurance License (required).
- Willingness to obtain a Series 6 License (required).
- Must be able to become proficient in the use of technology.
- Effective and efficient time management skills.
- Ability to pass a background and credit check.
Preferred:
- Bachelor’s degree in Business, Finance, or related field.
- Series 6, 7, 63, or 66 Licenses.
- Experience in financial services or investment firms.
Salary : $27 - $32