Client Service Associate; Stamford, CT

Job Description

The firm seeks a Client Service Associate to join our Private Client Division in Stamford, CT. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing databases, providing general organizational support, and interacting with clients. The ideal candidate will be proactive in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role involves handling highly confidential and critical information and collecting and preparing information for use in discussions and meetings of executive staff.

• Provide administrative support, including creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Calendar management and coordination of meetings, including all logistics
• Database management
• Client interaction and service
• Perform special projects as assigned

• 1–2 years of financial services/fixed income experience required
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint)
• Able to interface effectively with all levels of employees and clients in a professional and friendly manner
• FINRA registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (will be sponsored)