Client Services Coordinator

Job Description Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsibilities: Manage client inquiries and requests, providing timely and accurate solutions. Collaborate with the Wealth Management team to deliver a seamless client experience. Assist with various administrative tasks, including account onboarding and client meetings. Qualifications: 3+ years of customer service experience. Financial Services industry experience. Strong communication and interpersonal skills. Excellent attention to detail and problem-solving abilities. Proficiency in Microsoft Office Suite.