Client Relationship Associate

Finley Davis Private Wealth; Town of Florida (NY); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Learn cool things every day

Enjoy where you work

Feel good about your job

Get hands-on training

Thrive in a fast-paced work enviroment

Grow with a positive team of coworkers

Be reminded that you make a difference

Excel in a variety of office duties

Laugh every single day (highly encou­r

Become an official Client Relationship

Associate Rockstar

Job summary

Finley Davis Private Wealth is seeking a full-time Client Relationship Associate to support administrative processes for client services and scheduling. You will prepare meeting materials, greet clients, and coordinate communications for financial advisors.

Candidates should be detail-oriented, able to manage CRM tasks, and comfortable in a fast-paced office. The role offers hourly compensation and room for growth within the firm.

Qualifications

• Financial services experience preferred.
• Excellent verbal and written communication skills.
• Extreme attention to detail and accuracy required.
• Proficient in Microsoft Excel, Outlook, Word, and general computer skills.
• Ability to navigate digital tools and search engines.

Responsibilities

• Complete client service tasks as assigned and train to be competent in all areas over time.
• Finalize the preparation for all appointments, including generating meeting materials and client presentations for financial advisors.
• Greet clients with enthusiasm, offer food and beverages and seat them for meetings.
• Manage incoming and outgoing communications (telephone, email, faxes).
• Answer phones, route calls, and take/distribute messages.
• Schedule and manage tasks and activities in CRM and Outlook calendars.
• Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.).
• Maintain and organize electronic client files.
• Transfer client notes and active tasks to CRM programs.
• Update client information as necessary.
• Learn how to use all office equipment.
• Keep appropriate levels of inventory for refreshments and snacks.
• Maintain overall cleanliness of office (dust, vacuum, empty and take out trash, clean or recycle beverage containers).
• Support general administrative needs as requested.
• Complete office opening and closing procedures.

Skills

Excellent verbal and written comm.

Self-motivated with high attention to.

Team player

Tools

Microsoft Excel

Outlook

Word

Job description

Hourly Compensation

$20.00 – $21.00 / per hour

Based on experience

Status

Full time

Do you enjoy helping people? Are you self-motivated with high attention to detail? Our firm is looking for a full-time Client Relationship Associate to support general administrative processes and procedures. Our company is growing and we hope to find someone that will want to be with our firm long term (2+ years). We value education and want to develop our employees to take on other roles within our company.

Benefits of working with Finley Davis

• Learn cool things every day
• Enjoy where you work
• Feel good about your job
• Get hands-on training
• Thrive in a fast-paced work environment
• Grow with a positive team of coworkers
• Be reminded that you make a difference
• Excel in a variety of office duties
• Laugh every single day (highly encouraged!)
• Become an official Client Relationship Associate Rockstar

Client Relationship Associate Duties and Responsibilities

• Complete client service tasks as assigned and train to be competent in all areas over time
• Finalize the preparation for all appointments, including generating meeting materials and client presentations for financial advisors
• Greet clients with enthusiasm, offer food and beverages and seat them for meetings
• Manage incoming and outgoing communications (telephone, email, faxes)
• Answer phones, route calls, and take/distribute messages
• Schedule and manage tasks and activities in CRM and Outlook calendars
• Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.).
• Maintain and organize electronic client files
• Transfer client notes and active tasks to CRM programs
• Update client information as necessary
• Learn how to use all office equipment
• Keep appropriate levels of inventory for refreshments and snacks
• Maintain overall cleanliness of office (dust, vacuum, empty and take out trash, clean or recycle beverage containers.)
• Support general administrative needs as requested
• Complete office opening and closing procedures

Comfortable with being a "team player" and doing whatever is needed, big or small

This is a summary outline of the responsibilities initially required of a Client Relationship Associate. This description may be modified as necessary.

Requirements

• Financial services experience preferred
• Excellent verbal and written communication skills
• Extreme attention to detail and accuracy required
• Proficient in Microsoft Excel, Outlook, Word, and general computer skills
• Ability to navigate digital tools and search engines
• Impeccable ability to maintain confidentiality and integrity
• Effective follow-up skills and ability to meet deadlines without promptingThorough work ethic with great attention to detail
• Work well under pressure
• Professional appearance and demeanor
• Energetic, eager to learn, willing to cooperate
• Self-motivated with ability to work well independently and under direction
• Pass Fingerprint/Background Check
• Personality Assessment