Client Advisory Associate
Job in
King of Prussia, Montgomery County, Pennsylvania, 19406, USA
Listed on 2026-02-06
Listing for:
Liberty Personnel Services, Inc.
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Overview
Client Advisory Associate - Fully Remote
A premier investment advisory firm is seeking a client-centric Client Services Associate. This role is responsible for partnering with clients and internal lead advisors to ensure seamless account management and high-touch service.
Core Responsibilities- Serve as the primary point of contact for client inquiries via inbound calls, managing account maintenance and complex issue resolution.
- Collaborate with lead advisors to execute financial strategies and maintain accurate client records.
- Deliver empathetic, solution-oriented support to enhance client relationship management.
- Platform Expertise: Direct experience working with Charles Schwab and Fidelity advisor platforms is required
. - Experience: Prior customer-facing or inbound phone experience within the financial services industry.
- Education: Undergraduate degree preferred, or an equivalent combination of education and experience.
- Licensing: Series 65 or Series 7 and 63 licenses are preferred; must be open to obtaining necessary compliance licensing.
- Skills: Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen.
To apply, please send a current copy of your resume to for consideration. All communications are 100% confidential.
Please add me on Linked In!
I look forward to connecting with you!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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