Client Advisory Associate

Client Advisory Associate - Fully Remote A premier investment advisory firm is seeking a client-centric Client Services Associate. This role is responsible for partnering with clients and internal lead advisors to ensure seamless account management and high-touch service. Core Responsibilities Serve as the primary point of contact for client inquiries via inbound calls, managing account maintenance and complex issue resolution. Collaborate with lead advisors to execute financial strategies and maintain accurate client records. Deliver empathetic, solution-oriented support to enhance client relationship management.

Requirements

Platform Expertise: Direct experience working with Charles Schwab and Fidelity advisor platforms is required. Experience: Prior customer-facing or inbound phone experience within the financial services industry. Education: Undergraduate degree preferred, or an equivalent combination of education and experience. Licensing: Series 65 or Series 7 and 63 licenses are preferred; must be open to obtaining necessary compliance licensing. Skills: Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen.