What are the responsibilities and job description for the Customer Service Associate position at RTD Talent Solutions, LLC?
RTD Talent Solutions is currently representing a registered investment advisory firm based out of Aventura, Florida that is seeking a Client Service Associate. This is a full-time, on-site, permanent role with excellent compensation and benefits plan.
As a Client Service Associate, you will play a key role in supporting advisors and delivering a seamless client experience. This position is responsible for managing account onboarding and maintenance, coordinating custodial transactions, maintaining accurate client records, and ensuring timely completion of client requests. You will serve as a primary point of contact for client communications, assist in preparing meeting materials and reports, and collaborate with custodians and financial institutions. The role also includes calendar management, administrative support, and upholding compliance with firm policies while maintaining a professional and client-focused office environment.
This role is ideal for someone seeking long-term growth within the wealth management industry, offering clear upward mobility, hands-on experience, and direct mentorship from experienced advisors, along with meaningful exposure to client relationships and day-to-day operations.