Client Associate

We're looking for a Client Associate to:

• Maintain client information and records in CRM and account management systems.
• Support client service requests and educate clients on available account services and capabilities.
• Prepare reports, presentations, and materials for client meetings. Build and strengthen client relationships while supporting business development initiatives.
• Gather and process documentation required for new account openings and ongoing account maintenance.
• Coordinate team marketing initiatives, events, and administrative activities.