Client Service Associate — Financial Planning Support

Rosner Financial Group; City of Watertown (NY); In loco; USD 40.000 - 55.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

401(k) matching

Health Insurance

Disability Insurance

Life Insurance

Descrizione del lavoro

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,

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Customer service

Communication

Tech-savvy

Honesty and integrity

Strong work ethic

Organizational skills

Attention to detail

Relationship building

Proactive

Formazione

Bachelor's degree

Strumenti

Microsoft Office Suite

Redtail

DocuSign

AI Notetaking

Financial planning software

eMoney

Descrizione del lavoro

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,