Client Services Associate

Job Description:

You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients providing holistic and well-rounded care. This is an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

We are open to both entry level and/or experienced associates in the Long Island area.

Key Responsibilities:

• Act as a key point of contact for client issues and concerns
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
• Execute money transfers, help facilitate trades and perform ad hoc client requests
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Generate and substantiate reports for meetings
• Gather, input, and maintain key client information in the CRM (Salesforce)
• Organize, track and lead team projects, seeing them through to a successful completion

Qualifications & Skills:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Experience with client service or administrative work in the financial services industry
• Excellent communication and interpersonal skills (this is a client-facing role).
• Proficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce experience preferred
• Series 65 a plus

Why Join Us?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support