Client Service Associate

Job description

Job Description We believe that best-fit ideas come from collaboration and truly knowing one another – and that’s what you’ll find here at 1776 Financial. As we evolve, we are seeking a Client Service Associate to join our team. The ideal candidate is team-oriented, client-focused, and has experience in the financial services industry. Look no further. Apply today to join your new team! Essential Duties and Responsibilities: - Service daily client inquiries over the phone, online, and in-person, including managing calendars and greeting clients - Work both independently and within a team environment to provide administrative support to the financial advisors and branch office - Open new client accounts, process money movement, and research information as needed - Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion - Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor - Create and maintain records and files utilizing Client Relationship Management (CRM) software - Assist with compliance documentation and recordkeeping - Actively engage in avai...