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Client service associate
✨ AI-organized
Job description
Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Manages and grows client relationships through the delivery of service and advice.
Hard requirements
- Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
- Advanced knowledge of investment process and procedures
- Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual
- Knowledge of compliance practices and regulations
- Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled
Pay & benefits
- $38,000.00 - $72,000.00
- Salaried & Commission
- May include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Work location