Client Service Associate - Kings Park, NY

Summary

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork / requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Assist in preparation of consolidated performance reporting on a monthly / quarterly basis
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities daily in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate

Knowledge, Skills, and / or Abilities

Education and / or Experience

Benefits : None

Growth Potential : Yes. Transition to Full Time position with benefits

Office with personalized Laptop Provided

Hybrid / Remote Work Potential : After training is completed

Flexible Work Hour : Can design own schedule at start

Hiring Procedure : Submit Resume, Phone Call Interview, In Person Interview

Work Attire : Business Casual