Job Title

Wealth Management client is seeking a Client Service Associate to provide dedicated operational and administrative support to Financial Advisors and senior management. Key Responsibilities Provide comprehensive sales and administrative support to clients and Financial Advisors. Maintain and update client account information; assist Advisors with specialized projects and account servicing. Coordinate and assist with client review meetings, new account setups, and onboarding activities. Organize and manage calendars, appointments, meetings, and travel arrangements efficiently. Prepare client correspondence, presentations, and reports as needed. Process invoices, check requests, and expense reports accurately and in a timely manner. Qualifications & Skills Bachelor''s degree from an accredited institution. Active Series 7 and 66 licenses. Seniority level Associate Employment type Full-time Job function Other Additional Information Referrals increase your chances of interviewing at Phaxis by 2x. Inferred benefits Medical insurance Vision insurance #J-18808-Ljbffr