Client Service & Relationship Support Associate

PowerToFly; City of Rochester (NY); On-site; USD 35,360 - 90,000; Full time

Job summary

PowerToFly is seeking a Client Service Associate in Rochester, NY to provide exceptional service and support to financial advisors. You will be responsible for building client relationships, managing administrative tasks, and educating clients on digital tools.

This role requires detail-oriented individuals with strong organizational skills and the ability to work in a fast-paced environment. A high school diploma is required, and a college degree is preferred. Base compensation ranges from $35,360 to $90,000 based on experience.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Willingness to obtain Series 7, 66, 63, or 65 licenses.

Responsibilities

• Provide exceptional client service and support to Financial Advisors.
• Assist in cultivating and enhancing client relationships.
• Manage inbound/outbound calls and schedule meetings.
• Maintain travel itineraries and assist with expense reports.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

PowerToFly is seeking a Client Service Associate in Rochester, NY to provide exceptional service and support to financial advisors. You will be responsible for building client relationships, managing administrative tasks, and educating clients on digital tools.

This role requires detail-oriented individuals with strong organizational skills and the ability to work in a fast-paced environment. A high school diploma is required, and a college degree is preferred. Base compensation ranges from $35,360 to $90,000 based on experience.