Client Service Associate

Job description

Job Description DiSilvio Wealth Management Group is a multi-generational practice that brings a wealth of experience and knowledge. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our advisors and clients. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate is client-centric with a willingness to learn and grow with the firm. Strong administrative skills and the ability to manage multiple priorities are also critical. If you are passionate about delivering exceptional client service and thrive in a team environment, we’d love to hear from you. Essential Duties and Responsibilities: - Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, 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...