Temporary Client Service Associate

Providing exceptional client support, the full-time Temporary Client Service Associate will respond to inbound inquiries, assist with troubleshooting, and collaborate with team members to enhance the client experience in a fully remote setting. Key Responsibilities Respond to inbound phone calls and emails, troubleshooting issues and guiding clients through the client portal Coordinate and resolve client inquiries using the company's ticket management system while anticipating client needs Document processes and provide backup support for Donor Advised Fund Operations as needed Required Qualifications Bachelor's degree in finance, business, economics, or a related field, along with at least 3 years of relevant experience Experience in a wealth management, RIA, or financial advisory environment preferred Proficiency with Microsoft 365 applications and familiarity with cloud-based collaboration tools Demonstrated ability to build rapport with clients and effectively manage inquiries Energetic and organized individual with strong interpersonal skills and the ability to prioritize competing demands