• as a Client Service Associate, you’ll play an important role in listening, understanding and responding to clients' needs
.• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors
•keep contact management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• organize logistics of team marketing events, develop and maintain team marketing materials provide the team with a detailed calendar of activities