Client Associate I - Redding

Only for registered members Redding, United States

4 weeks ago

Default job background
$23.50 - $28.17 (USD)

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)

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