Job Description
We believe that best-fit ideas come from collaboration and truly knowing one another – and that’s what you’ll find here at 1776 Financial. As we evolve, we are seeking a Client Service Associate to join our team. The ideal candidate is team-oriented, client-focused, and has experience in the financial services industry.
Look no further. Apply today to join your new team!
**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone, online, and in-person, including managing calendars and greeting clients
+ Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
+ Prepare various business summary reports and client-specific reportin...
Look no further. Apply today to join your new team!
**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone, online, and in-person, including managing calendars and greeting clients
+ Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
+ Prepare various business summary reports and client-specific reportin...