Client Service & Admin Associate

PowerToFly; New York (NY); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Ample opportunities for advancement

Job summary

A leading financial services firm in New York is seeking a motivated individual for client support and administrative roles. Responsibilities include enhancing client relationships, executing transactions, and assisting with various administrative tasks. Candidates should have a high school diploma, with a preference for a college degree, along with excellent organizational and communication skills. This position offers opportunities for further licensing and advancement in a dynamic environment.

Qualifications

• High School Diploma or equivalent required.
• A college degree is preferred.
• Industry experience is a plus.
• Willingness to obtain certain licenses within the first year.

Responsibilities

• Support the team in enhancing client relationships.
• Execute money movement transactions for clients.
• Answer general questions about client accounts.
• Assist in scheduling calls and managing logistics.
• Participate in firm initiatives and training programs.

Skills

Detail orientated with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate

Ability to work in a fast-paced environment

Adaptable and ability to multi-task

Goal oriented, self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7, 66, 63, and 65

Job description

A leading financial services firm in New York is seeking a motivated individual for client support and administrative roles. Responsibilities include enhancing client relationships, executing transactions, and assisting with various administrative tasks. Candidates should have a high school diploma, with a preference for a college degree, along with excellent organizational and communication skills. This position offers opportunities for further licensing and advancement in a dynamic environment.