
Client Services Coordinator
3 days ago
As a Client Service Associate, you will be supporting various client servicing and operational functions.
This role involves gaining hands-on exposure to the wealth management industry, developing practical skills in finance, communication, and tools used in the financial advisory space.
Key Responsibilities include:
- Assisting with client onboarding and documentation processes
- Supporting customer communication and service delivery
- Helping with back-office coordination and day-to-day operational tasks
- Learning and working on Excel, CRM tools, and other financial platforms
- Collaborating with the team and contributing to ongoing projects as needed
Requirements:
- A strong willingness to learn and grow in the financial services industry
- Good communication skills (written and verbal)
- A basic understanding of financial concepts is beneficial
- The ability to take on multiple roles and responsibilities in a dynamic environment
- A commitment to completing mandatory certifications as per regulatory or business requirements
- A Bachelor's degree in Finance, Business, or a related field
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