An accounting, tax, and wealth management firm is seeking a Client Service Associate (CSA) for their Cedarhurst, NY office

An accounting, tax, and wealth management firm is seeking a Client Service Associate (CSA) for their Cedarhurst, NY office

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Job Description

An accounting, tax, and wealth management firm is seeking a Client Service Associate (CSA) for their Cedarhurst, NY office.

The Client Service Associate is responsible for supporting our financial advisors in the day-to-day servicing of client accounts and processing client requests.

Responsibilities:

  • Enhancing the client experience by providing operational and administrative support

  • Interfacing with clients and prospective clients, anticipating their needs, resolving their problems, and following through to provide exceptional service

  • Performing administrative duties that support Financial Advisors in their daily business practices

  • Always being on the lookout for new ways to improve the customer experience

Skills needed:

  • Fantastic communication skills, both written and verbal

  • Positive attitude with an ability to always stay calm under pressure

  • Organized and great time-management skills

  • Tech-savvy

Requirements:

  • Knowledge of firm policy, procedures, and technology

Location: 5 Towns, NY

Hours: Full-time

Salary: $70-95k

Job#503

 

To apply for this job email your details to [email protected]