Client Service Associate

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

Were looking for a Client Service Associate to:

• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

Your expertise:

• series 7 and 66 licenses (for registered CSAs only)
• 0-3 years of work experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail and process oriented
• proficient in Microsoft Office Suite