Client Service Associate

Job Description

JOB DETAILS

REQUIREMENTS

• Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
• Must have Life/Accident/Health and FINRA SIE, Series 6 or 7, and 63 licenses or obtain within the first year.
• 3-5 years in the wealth management or investment management industry.

RESPONSIBILITIES

• Facilitate the execution of service for Park Avenue Capital’s clients by scheduling meetings in accordance with the Firm’s segmentation service schedule.
• Prepare and review the client meeting folders with all necessary prep materials and deliverables prior to a client meeting.
• Coordinate responses to inbound client communication by resolving account or policy related inquiries or directing them to the appropriate team member.
• Maintain exceptional CRM records in accordance with Park Avenue Capital’s CRM guidelines and procedures.

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