Lead Client Services Associate

Job Details:

Lead Client Services Associate/Administrator - Malvern, Pa - $75-90k 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 [email protected] . Connect with me on LinkedIn

I look forward to connecting with you!

Click here for my HOT JOBS!

Dan Urban Liberty Personnel Services, Inc. 1001 Conshohocken State Rd, Suite 2-410

West Conshohocken, PA 19428

Call or Text: 484.567.2093 – Direct

610.941.6300 Ext 119 - Main

[email protected]

www.libertyjobs.com

#inoffice

#accountingFinance

#financialservices