Lead Client Services Associate
liberty personnel servicesMalvern (PA)
Lead Client Services Associate
Posted 17 days ago
liberty personnel servicesMalvern (PA)
SENIORITY
Junior
About the role
Lead Client Services Associate/Administrator A premier investment advisory firm is seeking a client-centric Lead 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.
Requirements:
Platform Expertise: Direct experience working with Charles Schwab, LPL or 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
Skills:
Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen. To apply and for further information, please submit your resume and references to durban@libertyjobs.com.
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