Client Service Associate


Client Service Associate

Do you possess a passion to help Team members and Clients?  If you are reliable and always follow through on commitments, this might be the position for you!

Some General Responsibilities include:

  • Provide an outstanding client experience
  • Collaborate with Team members to execute a plan
  • Process general service requests such as address changes or beneficiary updates
  • Deposit/Withdrawal requests; establish move money instructions to and from client accounts
  • Process required minimum distributions for clients

Personal Skills:

  • Honesty, Integrity and Accountability
  • Dedicated and loyal
  • High work ethic
  • Flexible and accommodating
  • High level of interpersonal skills