Our client is a leading financial services firm is seeking a Client Service Associate to join their growing team. This role will ensure seamless account servicing, financial planning support, and investment portfolio management.
Key Responsibilities:
- Manage client onboarding, documentation, and compliance
- Facilitate client queries and asset transfers
- Prepare reports, valuations, and asset allocation summaries
- Oversee corporate action allocations
- Monitor stock settlements and follow up on outstanding funds
- Build relationships with internal teams and stakeholders
- Process improvements and ensure regulatory compliance
- Bachelor's degree Finance, Business or related field
- 2+ years in financial services
- RG 146 compliant (or willing to obtain)
- Proficiency in Microsoft Office Suite
- Excellent communication and stakeholder management skills