Client Success Associate: Wealth Advisory Support

PowerToFly; San Jose (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for professional development

Job summary

PowerToFly is seeking a Client Service Associate to deliver exceptional service and support Financial Advisors in San Jose, CA. This role involves building relationships with clients, offering guidance and ensuring client account accuracy.

Candidates should possess strong interpersonal skills, organizational abilities, and willingness to pursue industry certifications. This position provides an opportunity to thrive in a dynamic, client-focused environment with prospects for growth.

Qualifications

• Willingness to obtain Series 7, Series 66 or Series 63 and Series 65 certifications.
• Two or more years of industry experience preferred.
• Strong industry and product knowledge.

Responsibilities

• Cultivate client relationships through active communication.
• Assist clients with banking products and services.
• Onboard and maintain client accounts.

Skills

Interpersonal skills

Detail-oriented

Organizational skills

Strong writing skills

Client service skills

Computer skills

Teamwork

Education

High School Diploma

College degree

Tools

Microsoft Office

Job description

PowerToFly is seeking a Client Service Associate to deliver exceptional service and support Financial Advisors in San Jose, CA. This role involves building relationships with clients, offering guidance and ensuring client account accuracy.

Candidates should possess strong interpersonal skills, organizational abilities, and willingness to pursue industry certifications. This position provides an opportunity to thrive in a dynamic, client-focused environment with prospects for growth.