PIA Client Service Associate

Provide dedicated specialized administrative support to an Investment Advisor or team.,Correspond with clients and other branch staff.,Prepare documentation and provide updates to IAs in preparation for client meetings.,Deliver a 'gold standard' client experience at every interaction.,Adhere to all policies and procedures and maintain a culture and operation of risk management.,Prioritize and handle own work and consistently exercise discretion.,Participate fully as a team member, continually improving knowledge.,Provide a high level of client service, including responding to phone, mail, and electronic enquiries based on knowledge of full-service brokerage.

Admired for attention to detail and exacting standards.,Willingness to help others deliver an outstanding customer experience to high-value clients.,Knowledge of full-service brokerage.