Job Description
Job Overview:
As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding compliance standards. The ideal candidate is dedicated and detailed-oriented. Possess strong organizational skills, exceptional communication abilities, and a commitment to delivering outstanding client service.
This role is a full-time in office position located in Troy, MI.
Responsibilities:
Acts as the primary point of contact for clients, addressing inquires and providing timely resolution.
Educates clients on account services and capabilities, including online access.
Assist in onboarding new clients by collecting documentation and facilitating account setup.
Prepare and process account opening, maintenance, and...
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