Client Service Associate
Join Fortress Financial Partners as a Client Service Associate and make an impact. Build trusted client relationships, support Financial Advisors, and deliver top-tier service. Use your interpersonal and time management skills to handle investments, inquiries, and more across multiple platforms.
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At Fortress Financial Partners, we’re a client-centered, advisor-driven firm where you’ll be a difference-maker as a Client Service Associate. You’ll deliver exceptional service, build trusted client relationships, and support Financial Advisors daily with a client-first mindset. With strong interpersonal and time management skills, you’ll navigate multiple platforms to meet client needs—handling investments, inquiries, and more—wherever they need us.
What you'll do
As a Client Service Associate, you will be the first point of contact for clients, ensuring they receive seamless support and a top-tier service experience. You’ll assist with inquiries, resolve issues, and strengthen client relationships.
- Respond to client inquiries and provide timely, accurate assistance.
- Support account management, documentation, and transaction processing.
- Collaborate with internal teams to enhance client satisfaction.
What you'll bring
We’re looking for a customer-focused professional with excellent communication and problem-solving skills. Your ability to build trust and provide outstanding service will drive client success.
- 2+ years of experience in client service, banking, or financial services.
- Strong interpersonal skills with a customer-first approach.
- Ability to manage multiple client requests efficiently.
What you'll get
Join a company that values client relationships and professional growth. We provide the resources and support to help you excel in your career.
- Competitive salary and benefits package.
- Opportunities for skill development and career progression.
- A collaborative and dynamic work environment.