Client Service & Support Associate

PowerToFly; City of Syracuse (NY); On-site; USD 35,000 - 85,000; Full time

Job summary

PowerToFly is hiring a Client Service Associate in Syracuse, NY. The role involves providing exceptional service to clients and supporting Financial Advisors. Candidates should have superior organizational skills, client service skills, and advanced Microsoft Office proficiency. High School Diploma is required, with a college degree preferred.

The position offers a salary range between $35,000 and $85,000 annually, depending on experience. Join a company that values diversity and strives for inclusion in its workforce.

Qualifications

• High School Diploma/Equivalency is required.
• Detail oriented with superior organizational skills.
• Exceptional writing and interpersonal skills.

Responsibilities

• Support FAs/PWAs in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment related questions about client accounts.

Skills

Detail oriented

Organizational skills

Interpersonal skills

Client service skills

Advanced Microsoft Office skills

Time management skills

Education

High School Diploma

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

PowerToFly is hiring a Client Service Associate in Syracuse, NY. The role involves providing exceptional service to clients and supporting Financial Advisors. Candidates should have superior organizational skills, client service skills, and advanced Microsoft Office proficiency. High School Diploma is required, with a college degree preferred.

The position offers a salary range between $35,000 and $85,000 annually, depending on experience. Join a company that values diversity and strives for inclusion in its workforce.