This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
The Client Service Associate supports the operational and administrative needs of our advisors and clients, ensuring smooth execution of financial workflows, account servicing, and client communications. You will work closely with the Client Service Specialist and other team members to maintain high standards of service and operational excellence.
Job Responsibility:
Act as a primary liaison between advisors, clients, and custodians to facilitate seamless communication and collaboration
Provide timely, professional, and clear responses to client inquiries and internal requests
Perform daily operational tasks, including client documentation, transaction processing, and CRM data maintenance
Ensure the accurate and efficient execution of client requests within established timelines
Conduct research and resolve client issues in partnership with internal teams and custodians
Uphold compliance standards by verifying that all client requests and documentation meet regulatory requirements
Contribute to the enhancement and refinement of operational processes and procedures
Retrieve and analyze information across multiple internal and external systems, including vendor and custodian platforms
Maintain precise records while ensuring adherence to firm policies and regulatory obligations
Use internal platforms (e.g.: Egnyte, Redtail, Schwab Advisor Center, Microsoft Suite, etc.) for document management, workflow insight, and effective communication
Requirements:
2+ years of experience in financial services, client relations, or operational support
Proven ability to manage multiple priorities with strong organizational skills
Exceptional customer service orientation with advanced verbal and written communication proficiency
Highly detail-oriented with a consistent record of completing tasks accurately and on time
Skilled in Windows, Microsoft Office Suite, Adobe applications, and DocuSign
Demonstrated capacity to work independently while effectively managing responsibilities
Committed to maintaining confidentiality and ensuring compliance with established policies and procedures