Client Associate I - Redding
4 weeks ago

Job summary
The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts.
The Client Service Associate will have a daily and active role client retention and growth through excellent customer service that is provided via phone, mail, electronically and face to face.
- Maintains online compliance required linking for client trading discounts
- Ensures all client fees have been collected
- Completes outgoing correspondence on behalf of Registered Representative either by print or email.
- Maintains all information relating to customer accounts and bank affairs in strictest confidence
- Schedule new and service appointments for their Financial Advisors. (Add)
- Participate in client meetings to make sure paperwork is signed and completed thoroughly with the FA. (Add)
Job description
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