Job Details

Teamwork, collaboration, mutual support, profound love, pursuit of excellence these are not just buzzwords; Its how we operate. Our values are the driving force behind the collective success of our clients and firm. At Collins and Krank, we are seeking to add a very valuable member to our team as a Client Service Associate. The ideal person shares our values and vision and is adaptable, social, curious, and a lifelong learner. Job Description. Essential Duties and Responsibilities. Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients. Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office. Open new client accounts, process money movement, and research information as needed. Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion. Prepare letters, forms, and reports to ...Client Service, Associate, Client Relations, Financial Advisor, Customer Service, Relationship, Retail