About this role
The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service including timely and accurate responses to all client requests, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, and investment reporting
Success Factors Responsibilities
• Works closely with Advisors to understand overall client financial situation to provide support in creating and delivering an exceptional client experience. • Build