Client Services Officer

Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions We are looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment. In this role, you will manage and strengthen relationships with existing clients, resolve queries, and keep their information updated. You will reach out to clients regularly, understand their needs, and offer suitable firm services such as digital tools, online access, and cash management. Additionally, you will onboard new clients by collecting necessary documents and information. Your responsibilities will also include preparing reports, presentations, and materials for client meetings, coordinating with team members to share resources for better client service, and staying updated through training on company policies, processes, and industry trends. Furthermore, you will assist in placing client orders and handling day-to-day administrative tasks like calls, meeting scheduling, travel arrangements, and expense reports.,