Client Service Associate

Top Job

Located in Clifton Park, NY

Salary: $60-$70K

Client Service Associate for Wealth Management firm in Clifton Park, NY!  

Are you a dynamic professional with a passion for financial services? We have a client looking for a dedicated individual with over 3 years of experience to join their esteemed team as a Registered Client Service Associate. Elevate your career with this energetic Wealth Management Firm.

Job Type: Full-Time / Direct Hire

Compensation: $60 - $75K based on experience

Benefits for the Client Service Associate (if hired on by the client company):

• Professional Growth: Thrive in a supportive environment where your skills are valued. Take advantage of opportunities to enhance your expertise and contribute to our internal client services committee, fostering continuous learning
• Collaborative Team: Be a key player in our cohesive team of experienced professionals. Your contribution matters, and we emphasize a low-ego, team-oriented approach to achieving success together
• Client Interaction: Enjoy the fulfilling aspect of constant client interaction. Your excellent people skills will shine as you provide top-notch support to both our advisors and clients
• Position Highlights: Work-Life Balance- Experience the perks of summer Friday hours and take advantage of our exceptional training program

Other Benefits:

• Long term growth opportunities
• Medical Insurance
• Dental Insurance
• Life
• Employee Assistance Program
• Vacation time
• Retirement Plan

Positions Requirements: 

• Possess 3+ years of experience as a registered associate in the financial services sector.
• Tech Savvy, staying ahead by being a quick learner of new technologies
• Leverage your experience with CRM technology, particularly Salesforce
• Proficiency in software such as NetX360, Albridge, Morningstar, and Laser App.
• Exhibit excellent organization, meticulous attention to detail, and the ability to multitask effectively.

Contribute to Success-Position Responsibilities: 

• Prepare Advisors for meetings with appropriate forms, reports, data and research
• Prepare new investment account paperwork and manage the transfer of assets
• Perform portfolio administration with regard to client data, contributions and withdrawals
• Respond to client requests for service and trouble-shoot service issues
• Establish client files and maintain client data in CRM program
• Showcase your meticulous and detail-oriented nature as you handle portfolio administration tasks related to client data, contributions, and withdrawals.

Seize this incredible opportunity to join our independent firm and make a meaningful impact on your professional journey.

 

Apply Now to be a part of our success story!

To APPLY please email a resume to Sarah.Galusha@ExpressPros.com or click the APPLY button below.

 

Need help with your resume? Visit www.expresspros.com/JobGenius/Express

 

About Us:

Express Employment Professionals is a leading staffing provider in the U.S., Canada and South Africa. At Express Employment Professionals we will assess your skills, offer you interview and résumé writing tips, and work with you to find a job that fits your needs and abilities. You will never pay a fee at Express, and you’ll have the opportunity to earn benefits such as medical insurance, holiday pay, vacation pay, referral bonuses, and much more.

Express Employment Professionals is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all people and to hire and promote individuals solely based on their qualifications for the job.

In compliance with applicable federal, NYS, and local law, employment decisions are based on business needs, job requirements, and an individual’s qualifications regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability, genetic information or protected veteran status. We do not tolerate discrimination or harassment based on any of these characteristics and expect that our employees and associates will cooperate in maintaining an atmosphere free of discrimination and harassment.

 

Express Office (Saratoga Springs):

3076 Rt 50, Ste 3
Saratoga Springs, NY 12866

Apply Now