The Client Associate provides administrative support to financial advisors and consultants. General responsibilities include scheduling appointments, client engagement activities and events, filing, gathering and the preparation of client and prospects information for advisor/client review meetings, assist in maintaining advisors required compliance files, answering client and partner calls, maintaining client contact systems and referrals, revenue research and identify client investment opportunities in existing book of business, and other projects or duties as assigned. This position has client contact.
Assist financial advisor in all aspects of client & prospect review meeting preparation, client prospecting event and contact planning, appointment scheduling, contact management tracking and systems to support the advisors client & prospects business growth, experience, and execution.
Execute timely mailings of client birthday/holiday/anniversary cards and other mailings as required by the advisor.
Manage internal and external advisor client relationships to ensure the experience and relationship growth across the advisors footprint.
High school or GED. Excellent written and verbal communication skills. Strong partnership, organizational and technical skills.
Administrative experience or background in the financial services and/or brokerage industry.
The Client Associate position works 19 hours or less per week and doesn't include benefits.
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