What are the responsibilities and job description for the Client Service Associate - Financial Advisory Practice position at Cincinnati area Financial Advisory Practice?
The Client Service Associate plays a critical role in supporting the day-to-
day operations and client service functions of a growing financial advisory practice. This
individual provides comprehensive administrative support to
ensure efficient business processes, deliver exceptional client experience, and allow the
financial advisor to focus on relationship management and business development.
*Manage Client Onboarding and account opening
*Maintain and update CRM
*Money Movement, RMDs, Loans,
*Coordinate scheduling client meetings, calls and follow ups
*Prepare client meeting materials and reports
*Regular communication with Clients, Advisors and team regarding client service and management
Salary : $45,000 - $70,000