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Client Service Associate
Step into an instrumental role in a Private Wealth Advisory firm that serves over 300 households with a full range of financial planning services. This position has a key role in coordinating communications to and from our clients and supporting the work of our advisory team. Role requires being on-site 4-5 days/week. Commitments / Rewards Weekly commitment of 25-40 hours Compensation range: $22 - $25 / hour depending on experience Responsibilities Schedule client appointments and prepare agendas s for appointments Maintain client contact management system & generate reports Conduct client appointment reminder calls and check-in calls on follow up items Greet and extend hospitality to clients


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