We are seeking a detail-oriented and professional Customer Service Associate to be the first point of contact for our clients. This role is pivotal in ensuring a seamless client experience and supporting our advisors in delivering top-notch financial services. Key Responsibilities: * Manage appointment scheduling and calendar coordination for advisors * Prepare and process client documentation accurately and efficiently * Maintain organized client records, both digital and physical * Assist in client onboarding and follow-up processes
Apr 25, 2025