Client Services AssociateRJ-Staffing • New City, NY, US
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Client Services Associate
RJ-Staffing • New City, NY, US
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.permanent]
[job_card.job_description]Experience : 1-3+ years in financial services (brokerage, wealth management) preferred, or relevant client service background. Licensing : Series 7 and Series 65 licensing preferred Technical Skills : Proficient in MS Office (Word, Excel), CRM software, and financial planning platforms. Soft Skills : Excellent written / verbal communication, strong organization, detail-oriented, client-focused, problem-solver, team player.
Job Description
Title : Client Service Associate / Associate Financial Advisor
Location : New City, NY
Salary : $80,000-$110,000+ with some flex based on experience
Benefits : Health Savings Account (negotiable contribution), Paid Federal and Jewish Holidays, Paid Vacation / Personal / Sick time (negotiable)
Work Schedule : 9 : 00am-5 : 00pm M-F w / some flex, on-site
Position Type : Direct-Hire / Permanent
Overview : Well-established family owned and operated boutique wealth management firm seeks qualified local Client Service Associate / Associate Financial Advisor to join the team. The ideal candidate is a newly licensed Series 7 / 65 professional who is looking for a growth opportunity within the wealth management field. This would be an opportunity to learn the ins and outs of the back office and client operations. This is also potentially a fit for an experienced financial / wealth management administrator, who is looking to manage a variety of back-office tasks freeing up the other advisors.
Responsibilities :
- Financial Office Administration : Handle routine financial office administrative tasks at direction of two experience financial advisors.
- Client Interaction : Serve as contact, answer inquiries, educate clients on services / technology (portals, eSignature).
- Account Management : Open accounts, process transactions (deposits, withdrawals, transfers), update client info in CRM systems.
- Advisor Support : Prepare meeting materials, draft communications, manage advisor calendars, assist with marketing / events.
- Documentation & Compliance : Handle financial documents, maintain client files, ensure adherence to regulations.
- Problem Resolution : Proactively resolve client issues and concerns, ensuring timely service delivery.
Requirements :
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