Client Services Coordinator

Job Description

Do you thrive on building strong client relationships?

We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.

Responsibilities:

• Manage client inquiries and requests, providing timely and accurate solutions.
• Collaborate with the Wealth Management team to deliver a seamless client experience.
• Assist with various administrative tasks, including account onboarding and client meetings.

Qualifications:

• 3+ years of customer service experience.
• Financial Services industry experience.
• Strong communication and interpersonal skills.
• Excellent attention to detail and problem-solving abilities.
• Proficiency in Microsoft Office Suite.