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Bingham Farms

    Client Service Associate - Bingham Farms, United States - Spartan Wealth Management

    Spartan Wealth Management
    Spartan Wealth Management Bingham Farms, United States

    1 month ago

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    Description

    Job Description

    Job Description

    Job Summary

    Seeking an experienced Client Service Associate to work alongside senior financial advisor. Associate will be an integral part of client relationships and serve as an alternate contact to clients along with their advisor.

    Duties and Responsibilities

    • Meticulous handling of client service work and problem resolution
    • Assist with client onboarding process and maintaining excellent relationships with clients
    • Assist advisors in proactively communicating with clients
    • Keep client records updated
    • Meet continuing education requirements as needed

    Education and Experience

    • At least five years of industry experience required
    • Series 7 & 63/66 preferred
    • Bachelor's degree preferred

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