Client Service Associate - Lake Mary, FL
1 month ago

Job summary
This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business.
Responsibilities
- Ria client support: assist ria clients with opening new brokerage accounts, processing fund transfers and maintaining brokerage accounts/li>,
- client communications handle inbound phone calls and email inquiries from existing clients often resolving complex requests over multiple days./li>,
- account & platform navigation guide clients through brokerage platforms and web tools ensuring accurate and complete resolution of inquiries/li>,
- case management manage multiple open client requests simultaneously maintaining organization follow up and documentation/li>,
Job description
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