Client Service Associate - Symphony Wealth Group

Job Description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

• Process, submit, and service all