Client Services Associate Salary at Wescott BETA

Client Services Specialist Are you passionate about creating exceptional client experiences, ensuring smooth operations, and supporting financial planning processes? Join our team as a Client Service Specialist, where you’ll play a vital role in enhancing client relationships, supporting financial advisors, and ensuring operational excellence. What You’ll Do 1. Client Account & Relationship Management Be the go-to expert for opening and transferring accounts seamlessly. Manage account updates, including personal information, beneficiaries, and addresses. Lead client portal onboarding and become proficient in Addepar’s robust features. Coordinate advisor-approved money movement requests and manage Required Minimum Distributions (RMDs). Schedule and confirm client meetings, ensuring agendas are tailored for success. Deliver thoughtful, personal touches—like coordinating birthday cards or sending flowers—to elevate the client experience. Keep client data organized in Redtail CRM and prior

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team in their Delaware office. The Client Service Associate will partner with the Centralized Investment Operations team as well and Wealth Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner. The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. Client Service Associate Responsibilities, continually expanding and

AlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm’s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand. Job Responsibilities Partner with assigned Client Service Teams to service the Firm’s UHNW clients Accountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of the Firm’s internal database and relevant applications Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly Prepare new account paperwork, contracts, and subscription agreements Manage the opening and closing of accounts – to include SMA’s and brokerage Manage cash and security movements, this includes, deposit

Job Title: Client Service Associate Job Overview: The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of clients of Nordwand Advisors. When needed, the CSA will also support other aspects of the business, which may include administrative tasks, facilitating a smooth and efficient office environment, client operations, marketing, client & performance reporting. Duties and responsibilities include, but are not limited, to: Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed. Responsible for the new account onboarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as re

We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career! As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!Responsibilities of the Client Services Associate: Deliver exceptional customer service by assessing customer needs with a professional and positive attitude Build and maintain client accounts by fostering lasting relationships through direct engagements Reviewing customer interactions with management and contribut

Randstad - [Customer Service Representative] As a Client Service Representative at Randstad, you'll: Communicate with clients to set up orders; Handle incoming phone calls from clients regarding orders & customer service issues; Make entries as appropriate in the internal database system, and place and submit orders in database...Hiring Immediately >>

Job Description Job Description Are you a high-energy, enthusiastic individual ready to kickstart your full time professional administrative career? We’re seeking an Administrative Assistant to join our team as a Client Service Associate onsite in Montgomery County, PA. In this role, you’ll handle phone calls, correspondence, and assist with preparing reports and transcriptions. Strong communication, organizational, and time management skills are essential as you’ll play a key role in supporting client needs and administrative tasks. If you’re a quick learner, team player, and ready to step up, we’d love to hear from you—apply today! Responsibilities: Support client output (format resumes, perform position Evaluations, manage write-ups and contracts) Interface with clients and prospects in a professional manner Schedule interviews and meetings Coordinate travel arrangements Coordinate travel arrangements Draft, proofread, record, track, and convert to PDF all correspondence Perform fil

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level service delivery to wealth clients, advisors, and vendors. The incumbent will support a team of client facing individuals (Wealth Director, Financial Advisors, Wealth Associates) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, preparation and participation in select client meetings, and interface with the Wealth Service Team. Job Responsibilities: Manage multiple time sensitive tasks simultaneously for both internal and external clients.  Prepare account opening and closing forms/pap