Client Service Associate - Columbus - Windward Recruiting

    Windward Recruiting
    Windward Recruiting Columbus

    4 days ago

    $38,000 - $65,000 (USD) per year *
    Description

    Client Service Associate

    A key role in our client success story, the Client Service Associate collaborates closely with Sr. Advisors to deliver exceptional service.

    Duties and Responsibilities:

    • Communicate effectively with clients via phone, email, and in-person meetings.
    • Develop expertise in account opening, money movement, and investment strategy implementation.
    • Prioritize tasks such as compiling documents, organizing portfolio reviews, and updating CRM systems.
    • Foster strong relationships by onboarding new clients efficiently.

    Mandatory Qualifications:

      < li > 5+ years of experience in financial services < li > Bachelor's degree or relevant field qualification < ul type=
    * This salary range is an estimation made by beBee
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