Client Service Associate - job 2 of 2

Position Overview

We are seeking a dedicated, professional Client Service Associate to join our team in a long-term, career-track role focused on delivering exceptional, consistent client support. This role is ideal for someone who values stability, strong client relationships, and deep expertise, offering significant ownership of the client experience and a direct impact on both client satisfaction and firm success.

As a Client Service Associate, you will play a critical and enduring role in maintaining and enhancing the client’s experience. You’ll serve as a trusted, day-to-day contact for clients, ensuring their needs are handled efficiently, accurately, and with genuine care.

Responsibilities

• Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship.

• Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries).

• Manage inbound and outbound client communications with attention to detail, tone, and follow-through.

• Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests.

• Ensure all client interactions comply with regulatory and company standards.

• Maintain accurate and up-to-date records of client interactions in CRM systems.

• Proactively identify and anticipate client needs and provide appropriate solutions or referrals.

• Continuously build knowledge of company products, services, and systems to better support clients.

This role is best suited for a professional who:

• Seeks long-term stability in a role that is essential to the business.

• Finds satisfaction in mastering a craft and building lasting relationships.

• Prefers a consistent, clearly defined scope of work.

• Values the opportunity to be a go-to expert in their field.

• Takes pride in being a top performer in their domain.

• Strives for excellence and demonstrates a strong commitment to mastering their craft.

On-Going Training

• In this role, candidate will receive training and ongoing education to ensure you remain current and confident in your role.

Qualifications

• 3+ years of experience in a client service, administrative, or operations role (preferably in financial services, legal, or other professional services industry).

• Ability to effectively managing ambiguity and receive direction from multiple stakeholders while working on daily priorities.

• Proficiency with common business software and CRM systems.

Skills and Knowledge

• Strong organizational skills and attention to detail.

• Excellent written and verbal communication.

• Ability to handle confidential information with discretion.

• Consistent and dependable work ethic with a client-first mindset.

#LI-SU1

#LI-Hybrid

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V