Client Service Associate

Socket.dev; Providence (RI); On-site; USD 42,000 - 56,000; Full time

Job summary

Socket.dev is seeking a Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors on a daily basis. This role emphasizes building trusted client relationships with a client-first mindset and strong interpersonal skills.

The successful candidate will handle routine client inquiries, assist with money movement requests, update profile information, onboard clients to digital tools, and support the teams' marketing strategies while

Job description

POSITION SUMMARY

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

• Executing money movement transactions at the request of the client and/or FA/PWA

• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA

• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

• Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)

• Assist FAs/PWAs/teams in delivering against their business plan and client service model

• Remaining current on all policies, procedures and new platforms

• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT: