Client Service Associate

Job description

Application Deadline: 06/01/2026 Address: 1127 Barton Street Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Qualifications: This job posting is for a current vacancy. Salary : $34,200.00 - $63,000.00 - Books meetings with new prospects and prepares introductory package for the prospect/referral. - Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. - Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. - Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request. - Resolves client complai...