Client Associate

Job description

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests.

It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.