Client Services Associate — Wealth Management Support
Socket.dev
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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
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
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