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.
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
Fantastic communication skills, both written and verbal
Positive attitude with an ability to always stay calm under pressure
Organized and great time-management skills
Knowledge of firm policy, procedures, and technology
Location: 5 Towns, NY
To apply for this job email your details to [email protected]