Windward Recruiting

Client Services Representative

• Respond to client requests with timeliness and accuracy
• Process trade orders from financial advisors
• Process account opening applications, transfer paperwork, money movements, and other custodial tasks
• Manage notes, activities, workflows, and reports in the CRM
• Manage and execute client deliverables after advisors’ meetings
• Communicate with clients regarding scheduling, paperwork, and follow-up tasks via phone and email
• Assist with process improvement
• Solve issues to provide excellent client service
• Assist with client billing
• Participate in Zoom interviews and assessments during the hiring process

Explore Client Service Associate at Windward Recruiting. Review requirements and application details.