Client Services Associate - Thousand Oaks

Only for registered members Thousand Oaks, United States

2 weeks ago

Default job background
$50,000 - $65,000 (USD)

Job summary

The primary role of a Client Service Associate is to provide operational and administrative support to multiple Financial Advisors and to provide exemplary client service.

Responsibilities

  • Deliver exceptional client service and provide operational and administrative support to the firm's financial advisory team by serving as a point of contact for high-net-worth clients, addressing inquiries and requests.
  • Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not limited to initiating money movements, establishing new investment accounts, transferring accounts, closing accounts,
    and account maintenance

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