Client Services Representative

Description
Are you looking to advance your career in wealth management and investment services? We are seeking a Client Services Associate to support investment operations, client relationships, account administration, and advisor activities within a growing financial services team.


Key Responsibilities:

+ Serve as a primary point of contact for clients, delivering exceptional service and support

+ Coordinate client meetings, reviews, and advisor schedules

+ Prepare account documentation, portfolio reviews, and performance reports

+ Support account onboarding, maintenance, transfers, distributions, and beneficiary updates

+ Monitor pending business and coordinate with custodians, vendors, and internal partners

+ Assist with compliance reviews, audits, and regulatory requirements

+ Support investment and insurance transactions when appropriately licensed


Requirements
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