Client Service Associate

Successful Investor Wealth Management Inc. is an established wealth management firm with 20+ years’ experience in independent portfolio management, managing over $1billion in assets and growing. We are transforming our business and experiencing significant growth, and we are looking for development‑oriented individuals to join our organization.

About the Role

The Client Service Associate is the first point of contact for all incoming client calls and email inquiries. You will maintain the utmost professionalism in every interaction, working closely with the Wealth Management team to help the department run smoothly and enhance the overall client experience.

Key Responsibilities

• Receive all inbound wealth‑management phone calls and service email inquiries from clients and prospects.
• Manage and prioritize client inquiries and requests as they come in; acknowledge, troubleshoot, and follow up as necessar...