Elite client advocate

**Client Service Associate**


Job Description:


* Provide exceptional client service and support to Financial Advisors (FAs) in meeting their clients' needs.



Responsibilities include:


* Ensuring timely and accurate completion of client materials.
* Assisting with operational excellence goals and ensuring practices align with company policies.
* Maintaining open communication with FAs to address all service needs of their clients.



Required Skills and Qualifications: