Client Service Associate

Rosner Financial; City of Watertown (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health Insurance

Disability Insurance

Life Insurance

Job summary

Rosner Financial Group, based in Watertown, NY, seeks a Client Service Associate to deliver world‑class client service and administrative support. You will work with the Wealth Advisor and staff to process new business, prepare meeting materials, and manage communications with clients.

The role emphasizes high integrity, organization, and proactive service in a fast-paced, family‑oriented office. Bachelor’s degree or 5+ years of experience is preferred, with familiarity in MS Office, Redtail,

Qualifications

• Bachelor's degree or 5+ years of relevant experience required.
• Experience with Microsoft Office Suite, Redtail, DocuSign, AI Notetaking, financial planning and reporting software, and eMoney is a plus.

Responsibilities

• Process new business.
• Prepare materials for client meetings.
• Execute client/advisor service requests and follow up actions.
• Ensure all follow-up items are clearly documented and actioned.
• Maintain the advisor's calendar.
• Update and maintain client relationship management database.
• Interface with existing and new clients.
• Field incoming telephone calls and emails.

Skills

Customer service

Communication

Tech-savvy

Honesty and integrity

Strong work ethic

Organizational skills

Attention to detail

Relationship building

Proactive

Education

Bachelor's degree

Tools

Microsoft Office Suite

Redtail

DocuSign

AI Notetaking

Financial planning software

eMoney

Job description

COMPANY OVERVIEW

Rosner Financial is a financial services firm based in Watertown, New York, helping individuals, families, and business owners plan for their financial futures. We provide personalized financial planning, investment management, retirement plan services, and risk management guidance. Our team values integrity, collaboration, and attentive service, building lasting relationships that help clients navigate lifes changes with confidence.

BENEFITS

This career opportunity is a full-time salaried in-office position (40-hour work week), commensurate with experience.

Benefits package negotiable, offering: 401(k), 401(k) matching, Health, Disability, and Life Insurance.

POSITION SUMMARY

TheClient Service Associateposition is an exciting opportunity to make an impact by providing world-class service and support in effort to assist clients achieve their financial goals. This candidate will perform administrative and marketing tasks, provide high-level customer service and be responsible for other office support activities. This individual will work directly with the Wealth Advisor, clients of the firm, and other support staff. The work environment is one of a family atmosphere that is fast paced and focused on providing the highest level of service and professionalism.

DUTIES AND RESPONSIBILITIES

• New business processing
• Prep materials for client meetings
• Execute client/advisor service requests and follow up activities
• Ensure all follow-up items are clearly documented and actioned
• Maintain the advisors calendar
• Update and maintain client relationship management database
• Interface with existing and new clients
• Field incoming telephone calls and emails

SKILLS, ABILITIES & PERSONAL TRAITS

• Ability to thrive in a fast-paced professional environment
• Tech-savvy
• High degree of honesty and integrity
• Strong work ethic
• Strong organizational, follow through and analytical skills
• Excellent listening and communication skills with high attention to detail
• Ability to develop and maintain professional relationships
• Outgoing, business-like personality
• Ability to be proactive and forward thinking

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelors degree or 5+ years of relevant experience required (financial services experience preferred)
• Special consideration will be given to candidates who have experience with: Microsoft Office Suite, Redtail, Docusign, AI Notetaking, financial planning and reporting software, and eMoney

Salary/Compensation: $40,000 - $55,000 per year