The Client Service Associate will manage client requests, process trade orders, and handle account paperwork within the firm's CRM. They will also coordinate client deliverables, assist with billing, and ensure timely follow-up on all client-related tasks.
The Hiring Associate is responsible for reviewing resumes, conducting Zoom interviews, and tracking candidates through the hiring process. They must also update the Applicant Tracking System daily to ensure candidate information remains current.
The Associate Financial Advisor will provide comprehensive financial and tax planning support while assisting with investment operations and brokerage account management. They are responsible for cultivating strong client relationships and ensuring adherence to regulatory requirements and internal firm policies.
The Client Service Associate will manage client requests, assist advisors with meeting preparation, and handle administrative tasks such as account openings and money movements. They are also responsible for managing workflows and inputting data into financial planning software.
