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POSITION SUMMARY

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES

CLIENT SUPPORT

Provide service coverage fora FA/PWA/team including:  

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships 
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) 
• Assist FAs/PWAs/teams in delivering against their business plan and client service model 
• Remaining current on all policies, procedures and new platforms 
•        Participating in firm initiatives(e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

•        Answering inbound phone calls or making outbound calls (e.g., schedulingfollow-up calls with FAs/PWAs/teams as needed) 
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) 
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation 
•        Preparing and submitting expense reports for processing at the direction of the FA/PWA