Client Services Representative

• Serve as a responsive point of contact for routine client questions and service requests
• Prepare and process new account paperwork for advisory and retirement accounts
• Coordinate money movement requests, including ACH transactions, wires, transfers, rollovers, and distributions
• Complete account maintenance, including beneficiary, address, banking instruction, and required documentation updates
• Schedule client meetings and prepare materials, forms, and follow-up items
• Track client requests and operational workflows for timely and accurate completion
• Communicate with custodians and internal team members to resolve account and service issues
• Maintain accurate client records, contact information, notes, and tasks in CRM systems
• Assist with document management, filing, and client correspondence
• Anticipate client needs and identify opportunities to improve service experience and internal processes
• Provide general administrative and client service support to the advisory team

Explore Part-Time Client Service Associate at STRATOS. Review requirements and application details.