Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Help with the preparation of reports and other materials for client meetings
• Collect the right documentation for opening new accounts and service requests
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Your team

You’ll be working in New York City with a financial advisor team in a support staff capacity. As a Client Associate, you’ll play an important role in servicing clients and supporting the business.

Your expertise

• Ideally 2 years of experience in client service, within the finance sector
• Bachelor degree, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite