We are seeking a proactive and detail-oriented
Client Associate
to join our growing team. This is a critical support role that ensures seamless client experiences and efficient administrative management across our advisory services.
The Client Associate will be responsible for handling day-to-day administrative tasks, managing client records, and serving as the first point of contact for client queries. This role is ideal for someone with a strong background in finance, excellent organizational skills, and a passion for delivering exceptional client service.
Key Responsibilities:- Manage client onboarding and support documentation requirements
- Handle administrative tasks related to client accounts and financial plans
- Respond promptly and professionally to client queries via phone, email, or messaging platforms
- Schedule client meetings and maintain an organized calendar for advisors
- Ensure client records and files are updated and maintained in CRM and secure systems
- Liaise with financial institutions to gather client documents and resolve administrative issues
- Assist with report generation, data entry, and client communication
- Maintain confidentiality and uphold high standards of professionalism in all interactions
- Bachelor’s degree in Finance, Business Administration, Accounting, or a related field (BSc required)
- 1–2 years of experience in a financial services or client service role is preferred
- Strong written and verbal communication skills
- Excellent attention to detail and organizational abilities
- Proficient in Microsoft Office Suite (especially Excel, Word, and Outlook)
- Experience with CRM or client management systems is a plus
- Ability to manage multiple tasks in a fast-paced environment
- Customer-focused mindset and a team-player attitude
- A collaborative work culture with a focus on excellence and integrity
- Opportunities for mentorship and professional development
- Flexible work arrangements (remote options available)
- Competitive compensation and growth potential
Candidates should send resume via email to marketing@profitjumpstarter.com
