WEALTH MANAGEMENT CLIENT SERVICES ASSOCIATE
If you thrive on creating a best-in-class customer service experience, this job is for you!
LionsGate Advisors, founded in 2014, has already achieved extensive recognition in an established market. We are poised to reach a new level of growth and seek an experienced Client Service Associate who is passionate about compliance and customer service to join our Client Concierge Team. The primary objectives of the Client Service Associate are to:
- Provide exceptional customer service to clients through rigorous account service and maintenance, and a commitment to satisfy client requests.
- Act as liaison with external business partners including custodians and insurance carriers.
- Produce timely consolidated performance reporting for periodic reviews of client accounts, updating information throughout various software platforms.
- Ensure file accuracy and adherence to compliance requirements.
We are looking for a dynamic, energetic intern who is eager to learn about our company by assisting various departments. You will be working closely with our team to conduct research, capture data and attend meetings.
To be successful, you should be willing to help with any tasks assigned by team members. You will be involved in upcoming projects as well as assisting with current initiatives.
Financial Advisor Position
LionsGate Advisors employs highly specific criteria in choosing its Financial Advisors. Please click on the link below to participate in a questionnaire that maps your sales proficiency profile to our needs.