Job Description

A Wealth Management Firm is seeking a Client Services Associate.

The Associate will enhance the client experience by providing exceptional customer  support to clients and adminsitrative support to the companys financial advisors.

Responsibilities include:

•  Act as the primary point of contact for client inquiries, addressing their requests and providing timely, accurate information.
• Assist financial advisors in preparing client meetings and presentations and handle administrative tasks such as account maintenance, transfers, and paperwork.
• Educate clients on our firm’s services, investment strategies, and financial products.
• Ensure compliance with regulatory requirements and industry best practices.

Skills needed:

• Strong interpersonal and communication skills.
• Detail-oriented with excellent organizational abilities.
• Customer service focussed.
• Takes initiative.

Requirements:

• Customer service focussed, ideally in a financial setting.
• Proficient in MS Office Suite programs and ability to learn new software.

Location: Cedarhrurst, NY | Hours: Full-time | Salary: $70-90k | Job#658 |