Client Associate

📋 Description

• Provide professional client service for requests and accounts.
• Review and process client account documents.
• Assist in crafting financial plans for clients.
• Assist in client communications and events.
• Facilitate transfer of funds/securities and check issuance.
• Adhere to branch, firm and compliance policies.

🎯 Requirements

• Eager to grow in financial services; pursue SIE/Series exams.
• High school graduate; post-secondary education or relevant experience preferred.
• Solid skills in Word, Excel, and Outlook.
• Proven ability to build client relationships and communicate well.
• Strong attention to detail and math accuracy.
• Ability to handle multiple demands and deadlines.