What are the responsibilities and job description for the Client Service Associate position at VirtualVocations?
A company is looking for a Specialist Client Service Associate - Personal Strategy starting Summer 2025.Key ResponsibilitiesContact clients for portfolio reviews and financial planning discussionsInteract with advisors about current clients and troubleshoot client issuesRecord client interactions within customer relationship management softwareRequired QualificationsExperience in proactive outbound callingExperience with customer service and relationship managementProven ability to maintain regulatory-driven policies and proceduresPossesses a clean U4 recordBachelor's degree with a Personal Financial Planning concentration
